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 | $43,179 | $172,111-74.9% | $150,298-71.3% | $137,256-68.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 142.33% | 69.37%+73.0pp | 62.79%+79.5pp | 220.34%-78.0pp |
| Employer contribution / active EE | $3,367 | $4,636-27.4% | $4,154-19.0% | $4,156-19.0% |
| Participant deferral / active EE | $7,340 | $6,166+19.1% | $5,453+34.6% | $6,407+14.6% |
| Admin fee / account holder | $90 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |