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 | $84,626 | $210,648-59.8% | $177,989-52.5% | $145,922-42.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.23% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,773 | $4,565-39.3% | $3,949-29.8% | $4,660-40.5% |
| Participant deferral / active EE | $7,183 | $6,958+3.2% | $6,276+14.4% | $6,688+7.4% |
| Admin fee / account holder | $59 | $12,013-99.5% | $10,363-99.4% | $13,397-99.6% |