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 | $97,332 | $138,065-29.5% | $123,544-21.2% | $135,375-28.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 1.53% | 153.68%-152.2pp | 119.20%-117.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,914 | $6,799-13.0% | $6,426-8.0% | $5,609+5.4% |
| Admin fee / account holder | $171 | $10,916-98.4% | $9,284-98.2% | $10,827-98.4% |