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 | $53,178 | $190,805-72.1% | $159,960-66.8% | $134,475-60.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 183.32% | 552.23%-368.9pp | 408.60%-225.3pp | 417.96%-234.6pp |
| Employer contribution / active EE | $2,458 | $4,995-50.8% | $4,226-41.8% | $4,740-48.1% |
| Participant deferral / active EE | $11,450 | $6,923+65.4% | $6,182+85.2% | $6,400+78.9% |
| Admin fee / account holder | $226 | $10,471-97.8% | $8,698-97.4% | $11,426-98.0% |