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 | $27,092 | $185,822-85.4% | $169,993-84.1% | $139,434-80.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.68% | 60.50%-25.8pp | 53.37%-18.7pp | 372.94%-338.3pp |
| Employer contribution / active EE | $2,574 | $7,590-66.1% | $6,785-62.1% | $4,751-45.8% |
| Participant deferral / active EE | $5,097 | $11,622-56.1% | $10,408-51.0% | $6,710-24.0% |
| Admin fee / account holder | $107 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |