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 | $103,702 | $227,553-54.4% | $189,557-45.3% | $167,490-38.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 104.94% | 78.40%+26.5pp | 64.17%+40.8pp | 478.56%-373.6pp |
| Employer contribution / active EE | $3,288 | $5,316-38.2% | $4,412-25.5% | $4,837-32.0% |
| Participant deferral / active EE | $10,937 | $7,002+56.2% | $6,174+77.1% | $6,341+72.5% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |