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 | $71,236 | $104,486-31.8% | $76,817-7.3% | $152,861-53.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 28.11% | 1013.37%-985.3pp | 1166.11%-1138.0pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,515 | $3,116-19.3% | $2,302+9.2% | $4,762-47.2% |
| Participant deferral / active EE | $8,979 | $4,236+112.0% | $3,336+169.2% | $5,850+53.5% |
| Admin fee / account holder | $38 | $12,275-99.7% | $6,420-99.4% | $11,596-99.7% |