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 | $67,888 | $179,726-62.2% | $156,263-56.6% | $142,382-52.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.52% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,675 | $5,069-27.5% | $4,333-15.2% | $4,299-14.5% |
| Participant deferral / active EE | $19,500 | $6,956+180.3% | $6,158+216.6% | $6,507+199.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |