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 9-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 | $61,758 | $185,822-66.8% | $169,993-63.7% | $139,434-55.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.64% | 60.50%-24.9pp | 53.37%-17.7pp | 372.94%-337.3pp |
| Employer contribution / active EE | $5,243 | $7,590-30.9% | $6,785-22.7% | $4,751+10.4% |
| Participant deferral / active EE | $3,890 | $11,622-66.5% | $10,408-62.6% | $6,710-42.0% |
| Admin fee / account holder | $60 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |