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 5-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 | $72,907 | $108,919-33.1% | $100,391-27.4% | $145,922-50.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.52% | 57.88%-37.4pp | 49.20%-28.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $16,220 | $4,419+267.0% | $3,942+311.5% | $4,660+248.1% |
| Participant deferral / active EE | $30,049 | $8,445+255.8% | $8,082+271.8% | $6,688+349.3% |
| Admin fee / account holder | $89 | $9,689-99.1% | $7,899-98.9% | $13,397-99.3% |