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 | $56,740 | $214,378-73.5% | $200,582-71.7% | $142,382-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.17% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,386 | $6,841-21.3% | $6,419-16.1% | $4,299+25.3% |
| Participant deferral / active EE | $15,112 | $9,865+53.2% | $9,331+62.0% | $6,507+132.2% |
| Admin fee / account holder | $133 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |