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 | $60,256 | $99,921-39.7% | $85,009-29.1% | $145,959-58.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.21% | 83.89%-66.7pp | 66.47%-49.3pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,400 | $3,233-25.8% | $2,728-12.0% | $4,661-48.5% |
| Participant deferral / active EE | $12,417 | $5,293+134.6% | $4,522+174.6% | $6,689+85.6% |
| Admin fee / account holder | $272 | $7,252-96.2% | $6,153-95.6% | $13,398-98.0% |