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 | $81,827 | $172,111-52.5% | $150,298-45.6% | $137,256-40.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.48% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,869 | $4,636+48.2% | $4,154+65.3% | $4,156+65.3% |
| Participant deferral / active EE | $6,654 | $6,166+7.9% | $5,453+22.0% | $6,407+3.9% |
| Admin fee / account holder | $284 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |