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 6-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 | $51,035 | $84,696-39.7% | $75,696-32.6% | $167,490-69.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 21.76% | 199.36%-177.6pp | 104.53%-82.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,547 | $3,230-21.1% | $2,743-7.1% | $4,837-47.3% |
| Participant deferral / active EE | $2,955 | $4,580-35.5% | $3,821-22.7% | $6,341-53.4% |
| Admin fee / account holder | $227 | $5,355-95.8% | $3,619-93.7% | $12,309-98.2% |