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 | $68,855 | $88,710-22.4% | $81,783-15.8% | $145,959-52.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.59% | 1027.26%-1005.7pp | 775.05%-753.5pp | 561.95%-540.4pp |
| Employer contribution / active EE | $9,575 | $3,083+210.6% | $2,913+228.7% | $4,661+105.4% |
| Participant deferral / active EE | $6,294 | $4,645+35.5% | $4,320+45.7% | $6,689-5.9% |
| Admin fee / account holder | $218 | $8,407-97.4% | $7,380-97.1% | $13,398-98.4% |