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 7-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 | $25,326 | $165,335-84.7% | $149,696-83.1% | $158,922-84.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.32% | 348.15%-309.8pp | 276.60%-238.3pp | 302.83%-264.5pp |
| Employer contribution / active EE | $3,007 | $5,103-41.1% | $4,644-35.3% | $4,761-36.8% |
| Participant deferral / active EE | $10,753 | $7,181+49.7% | $6,842+57.2% | $5,982+79.7% |
| Admin fee / account holder | $199 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |