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 | $49,528 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.19% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $2,709 | $4,810-43.7% | $4,305-37.1% | $4,299-37.0% |
| Participant deferral / active EE | $5,818 | $6,272-7.2% | $5,540+5.0% | $6,507-10.6% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |