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 | $61,028 | $175,202-65.2% | $149,673-59.2% | $139,434-56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.58% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,990 | $5,474-45.4% | $4,818-37.9% | $4,751-37.1% |
| Participant deferral / active EE | $12,150 | $6,519+86.4% | $5,680+113.9% | $6,710+81.1% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |