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 | $61,676 | $148,534-58.5% | $135,903-54.6% | $139,434-55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.27% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,720 | $5,243-29.0% | $4,856-23.4% | $4,751-21.7% |
| Participant deferral / active EE | $18,200 | $8,100+124.7% | $7,758+134.6% | $6,710+171.2% |
| Admin fee / account holder | $143 | $12,400-98.8% | $10,762-98.7% | $11,403-98.7% |