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 | $31,176 | $209,411-85.1% | $178,490-82.5% | $158,922-80.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.85% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,586 | $5,706-72.2% | $5,011-68.3% | $4,761-66.7% |
| Participant deferral / active EE | $7,319 | $5,954+22.9% | $5,202+40.7% | $5,982+22.3% |
| Admin fee / account holder | $123 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |