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 6-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 | $73,924 | $101,618-27.3% | $93,063-20.6% | $137,256-46.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.66% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,138 | $2,707+52.9% | $2,476+67.1% | $4,156-0.4% |
| Participant deferral / active EE | $5,632 | $4,279+31.6% | $3,958+42.3% | $6,407-12.1% |
| Admin fee / account holder | $133 | $6,198-97.8% | $6,033-97.8% | $12,270-98.9% |