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 | $47,387 | $197,591-76.0% | $177,821-73.4% | $158,922-70.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 63.64% | 58.76%+4.9pp | 48.32%+15.3pp | 302.83%-239.2pp |
| Employer contribution / active EE | $5,973 | $6,697-10.8% | $5,918+0.9% | $4,761+25.4% |
| Participant deferral / active EE | $14,533 | $8,405+72.9% | $7,714+88.4% | $5,982+142.9% |
| Admin fee / account holder | $135 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |