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 9-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 | $81,507 | $114,381-28.7% | $107,525-24.2% | $142,382-42.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.85% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,317 | $4,015-42.3% | $3,754-38.3% | $4,299-46.1% |
| Participant deferral / active EE | $8,112 | $5,564+45.8% | $5,116+58.6% | $6,507+24.7% |
| Admin fee / account holder | $83 | $9,860-99.2% | $8,919-99.1% | $12,624-99.3% |