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 | $136,484 | $114,381+19.3% | $107,525+26.9% | $142,382-4.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.96% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,207 | $4,015-45.0% | $3,754-41.2% | $4,299-48.7% |
| Participant deferral / active EE | $14,815 | $5,564+166.3% | $5,116+189.6% | $6,507+127.7% |
| Admin fee / account holder | $272 | $9,860-97.2% | $8,919-97.0% | $12,624-97.8% |