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 | $55,375 | $209,411-73.6% | $178,490-69.0% | $158,922-65.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.07% | 188.75%-166.7pp | 151.07%-129.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,459 | $5,706-74.4% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $5,834 | $5,954-2.0% | $5,202+12.2% | $5,982-2.5% |
| Admin fee / account holder | $165 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |