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 | $73,838 | $162,781-54.6% | $133,956-44.9% | $158,922-53.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.02% | 41.94%-17.9pp | 45.09%-21.1pp | 302.83%-278.8pp |
| Employer contribution / active EE | $4,408 | $4,975-11.4% | $3,919+12.5% | $4,761-7.4% |
| Participant deferral / active EE | $6,411 | $5,911+8.5% | $5,048+27.0% | $5,982+7.2% |
| Admin fee / account holder | $212 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |