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 | $77,084 | $169,032-54.4% | $129,207-40.3% | $145,922-47.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.23% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,561 | $5,537+0.4% | $4,153+33.9% | $4,660+19.4% |
| Participant deferral / active EE | $2,091 | $4,987-58.1% | $4,168-49.8% | $6,688-68.7% |
| Admin fee / account holder | $280 | $9,954-97.2% | $7,715-96.4% | $13,397-97.9% |