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 5-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 | $70,904 | $185,822-61.8% | $169,993-58.3% | $139,434-49.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.77% | 60.50%-25.7pp | 53.37%-18.6pp | 372.94%-338.2pp |
| Employer contribution / active EE | $7,836 | $7,590+3.2% | $6,785+15.5% | $4,751+64.9% |
| Participant deferral / active EE | $18,483 | $11,622+59.0% | $10,408+77.6% | $6,710+175.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |