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 5-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 | $73,947 | $108,919-32.1% | $100,391-26.3% | $145,922-49.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 31.29% | 57.88%-26.6pp | 49.20%-17.9pp | 561.29%-530.0pp |
| Employer contribution / active EE | $3,498 | $4,419-20.9% | $3,942-11.3% | $4,660-24.9% |
| Participant deferral / active EE | $19,688 | $8,445+133.1% | $8,082+143.6% | $6,688+194.4% |
| Admin fee / account holder | $47 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |