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 | $73,790 | $150,187-50.9% | $120,354-38.7% | $145,922-49.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.18% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,891 | $4,348+35.5% | $3,463+70.1% | $4,660+26.4% |
| Participant deferral / active EE | $11,669 | $6,173+89.0% | $4,991+133.8% | $6,688+74.5% |
| Admin fee / account holder | $48 | $12,207-99.6% | $9,423-99.5% | $13,397-99.6% |