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 | $63,752 | $197,591-67.7% | $177,821-64.1% | $158,922-59.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.23% | 58.76%-50.5pp | 48.32%-40.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $5,000 | $6,697-25.3% | $5,918-15.5% | $4,761+5.0% |
| Participant deferral / active EE | $10,000 | $8,405+19.0% | $7,714+29.6% | $5,982+67.2% |
| Admin fee / account holder | $194 | $15,399-98.7% | $12,427-98.4% | $11,246-98.3% |