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 9-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 | $57,052 | $96,635-41.0% | $86,612-34.1% | $139,434-59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.93% | 106.41%-78.5pp | 591.07%-563.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $3,429 | $3,263+5.1% | $3,022+13.4% | $4,751-27.8% |
| Participant deferral / active EE | $3,214 | $4,836-33.5% | $4,438-27.6% | $6,710-52.1% |
| Admin fee / account holder | $223 | $6,408-96.5% | $5,614-96.0% | $11,403-98.0% |