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 | $64,218 | $148,534-56.8% | $135,903-52.7% | $139,434-53.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 162.39% | 79.19%+83.2pp | 68.23%+94.2pp | 372.94%-210.6pp |
| Employer contribution / active EE | $3,519 | $5,243-32.9% | $4,856-27.5% | $4,751-25.9% |
| Participant deferral / active EE | $15,932 | $8,100+96.7% | $7,758+105.4% | $6,710+137.4% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |