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 | $69,623 | $210,648-66.9% | $177,989-60.9% | $145,922-52.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.06% | 385.86%-358.8pp | 294.48%-267.4pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,918 | $4,565-58.0% | $3,949-51.4% | $4,660-58.8% |
| Participant deferral / active EE | $3,412 | $6,958-51.0% | $6,276-45.6% | $6,688-49.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |