See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,680 | $179,726-70.7% | $156,263-66.3% | $142,382-63.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.05% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,927 | $5,069-62.0% | $4,333-55.5% | $4,299-55.2% |
| Participant deferral / active EE | $5,609 | $6,956-19.4% | $6,158-8.9% | $6,507-13.8% |
| Admin fee / account holder | $161 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |