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 6-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 | $81,245 | $97,744-16.9% | $103,476-21.5% | $145,922-44.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.65% | 25.41%-9.8pp | 23.90%-8.3pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,560 | $4,677+18.9% | $4,672+19.0% | $4,660+19.3% |
| Participant deferral / active EE | $3,200 | $6,603-51.5% | $6,623-51.7% | $6,688-52.2% |
| Admin fee / account holder | $251 | $12,515-98.0% | $9,413-97.3% | $13,397-98.1% |