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 | $53,753 | $112,096-52.0% | $95,952-44.0% | $158,922-66.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 39.97% | 171.09%-131.1pp | 91.61%-51.6pp | 302.83%-262.9pp |
| Employer contribution / active EE | $18,227 | $3,198+469.9% | $2,541+617.3% | $4,761+282.8% |
| Participant deferral / active EE | $10,234 | $4,784+113.9% | $4,167+145.6% | $5,982+71.1% |
| Admin fee / account holder | $239 | $10,130-97.6% | $6,795-96.5% | $11,246-97.9% |