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 | $37,299 | $108,919-65.8% | $100,391-62.8% | $145,922-74.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.75% | 57.88%-36.1pp | 49.20%-27.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $5,454 | $4,419+23.4% | $3,942+38.4% | $4,660+17.0% |
| Participant deferral / active EE | $11,046 | $8,445+30.8% | $8,082+36.7% | $6,688+65.2% |
| Admin fee / account holder | $256 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |