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 | $51,699 | $148,534-65.2% | $135,903-62.0% | $139,434-62.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.76% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,682 | $5,243-48.9% | $4,856-44.8% | $4,751-43.6% |
| Participant deferral / active EE | $5,366 | $8,100-33.8% | $7,758-30.8% | $6,710-20.0% |
| Admin fee / account holder | $45 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |