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 3-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 | $69,941 | $106,584-34.4% | $101,326-31.0% | $142,382-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 47.01% | 36.93%+10.1pp | 36.82%+10.2pp | 217.08%-170.1pp |
| Employer contribution / active EE | $5,683 | $3,956+43.7% | $3,665+55.1% | $4,299+32.2% |
| Participant deferral / active EE | $12,771 | $8,297+53.9% | $7,994+59.8% | $6,507+96.3% |
| Admin fee / account holder | $52 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |