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 4-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 | $61,612 | $148,534-58.5% | $135,903-54.7% | $139,434-55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 55.44% | 79.19%-23.8pp | 68.23%-12.8pp | 372.94%-317.5pp |
| Employer contribution / active EE | $5,613 | $5,243+7.1% | $4,856+15.6% | $4,751+18.1% |
| Participant deferral / active EE | $15,170 | $8,100+87.3% | $7,758+95.5% | $6,710+126.1% |
| Admin fee / account holder | $68 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |