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 | $78,641 | $88,710-11.4% | $81,783-3.8% | $145,959-46.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.40% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $9,777 | $3,083+217.1% | $2,913+235.7% | $4,661+109.8% |
| Participant deferral / active EE | $9,206 | $4,645+98.2% | $4,320+113.1% | $6,689+37.6% |
| Admin fee / account holder | $138 | $8,407-98.4% | $7,380-98.1% | $13,398-99.0% |