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 | $77,514 | $185,822-58.3% | $169,993-54.4% | $139,434-44.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.03% | 60.50%-43.5pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,509 | $7,590-40.6% | $6,785-33.6% | $4,751-5.1% |
| Participant deferral / active EE | $13,175 | $11,622+13.4% | $10,408+26.6% | $6,710+96.3% |
| Admin fee / account holder | $48 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |