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 | $91,930 | $177,572-48.2% | $154,803-40.6% | $142,382-35.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.63% | 65.07%-48.4pp | 58.88%-42.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,833 | $4,810+62.8% | $4,305+81.9% | $4,299+82.2% |
| Participant deferral / active EE | $8,564 | $6,272+36.5% | $5,540+54.6% | $6,507+31.6% |
| Admin fee / account holder | $240 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |