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 | $76,777 | $102,604-25.2% | $86,188-10.9% | $139,434-44.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.98% | 1922.51%-1900.5pp | 1168.45%-1146.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $5,692 | $3,032+87.7% | $2,380+139.1% | $4,751+19.8% |
| Participant deferral / active EE | $7,328 | $4,676+56.7% | $3,985+83.9% | $6,710+9.2% |
| Admin fee / account holder | $52 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |