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 | $56,190 | $185,822-69.8% | $169,993-66.9% | $139,434-59.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.26% | 60.50%-22.2pp | 53.37%-15.1pp | 372.94%-334.7pp |
| Employer contribution / active EE | $13,290 | $7,590+75.1% | $6,785+95.9% | $4,751+179.7% |
| Participant deferral / active EE | $13,635 | $11,622+17.3% | $10,408+31.0% | $6,710+103.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |