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 7-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 | $53,093 | $106,515-50.2% | $96,683-45.1% | $139,434-61.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 222.97% | 38.43%+184.5pp | 35.69%+187.3pp | 372.94%-150.0pp |
| Employer contribution / active EE | $2,307 | $4,103-43.8% | $3,737-38.3% | $4,751-51.4% |
| Participant deferral / active EE | $6,208 | $5,454+13.8% | $4,878+27.3% | $6,710-7.5% |
| Admin fee / account holder | $51 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |