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 | $38,423 | $76,312-49.7% | $67,221-42.8% | $158,922-75.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 39.49% | 22.77%+16.7pp | 20.72%+18.8pp | 302.83%-263.3pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $19,703 | $5,264+274.3% | $4,384+349.4% | $5,982+229.4% |
| Admin fee / account holder | $168 | $8,005-97.9% | $5,844-97.1% | $11,246-98.5% |