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 6-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 | $62,336 | $111,754-44.2% | $103,333-39.7% | $145,922-57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.62% | 24.77%+0.9pp | 24.88%+0.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $6,236 | $4,212+48.0% | $3,868+61.2% | $4,660+33.8% |
| Participant deferral / active EE | $7,875 | $5,619+40.2% | $5,057+55.7% | $6,688+17.8% |
| Admin fee / account holder | $189 | $9,750-98.1% | $8,355-97.7% | $13,397-98.6% |