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 | $63,476 | $185,822-65.8% | $169,993-62.7% | $139,434-54.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 62.73% | 60.50%+2.2pp | 53.37%+9.4pp | 372.94%-310.2pp |
| Employer contribution / active EE | $2,790 | $7,590-63.2% | $6,785-58.9% | $4,751-41.3% |
| Participant deferral / active EE | $11,481 | $11,622-1.2% | $10,408+10.3% | $6,710+71.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |