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 | $51,239 | $140,940-63.6% | $112,229-54.3% | $139,434-63.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.50% | 32.71%-4.2pp | 30.20%-1.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $12,172 | $4,283+184.2% | $3,430+254.9% | $4,751+156.2% |
| Participant deferral / active EE | $7,780 | $5,874+32.5% | $4,798+62.2% | $6,710+15.9% |
| Admin fee / account holder | $262 | $9,954-97.4% | $7,748-96.6% | $11,403-97.7% |