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 | $78,328 | $148,534-47.3% | $135,903-42.4% | $139,434-43.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.69% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,674 | $5,243-49.0% | $4,856-44.9% | $4,751-43.7% |
| Participant deferral / active EE | $8,499 | $8,100+4.9% | $7,758+9.6% | $6,710+26.7% |
| Admin fee / account holder | $103 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |