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 | $55,864 | $185,822-69.9% | $169,993-67.1% | $139,434-59.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.05% | 60.50%-35.4pp | 53.37%-28.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,969 | $7,590-60.9% | $6,785-56.2% | $4,751-37.5% |
| Participant deferral / active EE | $14,095 | $11,622+21.3% | $10,408+35.4% | $6,710+110.0% |
| Admin fee / account holder | $66 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |