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 | $46,887 | $180,749-74.1% | $160,784-70.8% | $137,256-65.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 31.81% | 2234.46%-2202.7pp | 1803.92%-1772.1pp | 220.34%-188.5pp |
| Employer contribution / active EE | $17,199 | $4,155+313.9% | $3,733+360.8% | $4,156+313.8% |
| Participant deferral / active EE | $9,113 | $6,844+33.2% | $6,293+44.8% | $6,407+42.2% |
| Admin fee / account holder | $125 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |