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 | $47,871 | $108,919-56.0% | $100,391-52.3% | $145,922-67.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 57.88%-43.1pp | 49.20%-34.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $9,683 | $4,419+119.1% | $3,942+145.7% | $4,660+107.8% |
| Participant deferral / active EE | $5,921 | $8,445-29.9% | $8,082-26.7% | $6,688-11.5% |
| Admin fee / account holder | $64 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |