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 | $23,997 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 120.71% | 153.68%-33.0pp | 119.20%+1.5pp | 519.73%-399.0pp |
| Employer contribution / active EE | $4,725 | $5,151-8.3% | $4,628+2.1% | $4,779-1.1% |
| Participant deferral / active EE | $6,726 | $6,799-1.1% | $6,426+4.7% | $5,609+19.9% |
| Admin fee / account holder | $60 | $10,916-99.5% | $9,284-99.4% | $10,827-99.4% |