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 | $27,981 | $135,635-79.4% | $110,238-74.6% | $135,375-79.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.73% | 513.19%-508.5pp | 314.74%-310.0pp | 519.73%-515.0pp |
| Employer contribution / active EE | $1,838 | $4,906-62.5% | $3,826-52.0% | $4,779-61.5% |
| Participant deferral / active EE | $12,250 | $5,506+122.5% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |