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 | $42,921 | $227,553-81.1% | $189,557-77.4% | $167,490-74.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.86% | 78.40%-62.5pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,393 | $5,316-17.4% | $4,412-0.4% | $4,837-9.2% |
| Participant deferral / active EE | $3,750 | $7,002-46.4% | $6,174-39.3% | $6,341-40.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |