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 | $53,177 | $175,202-69.6% | $149,673-64.5% | $139,434-61.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 39.74% | 166.71%-127.0pp | 134.42%-94.7pp | 372.94%-333.2pp |
| Employer contribution / active EE | $3,543 | $5,474-35.3% | $4,818-26.5% | $4,751-25.4% |
| Participant deferral / active EE | $9,600 | $6,519+47.3% | $5,680+69.0% | $6,710+43.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |