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 | $27,610 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.42% | 79.19%-54.8pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,167 | $5,243-39.6% | $4,856-34.8% | $4,751-33.3% |
| Participant deferral / active EE | $10,173 | $8,100+25.6% | $7,758+31.1% | $6,710+51.6% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-99.9% | $11,403-100.0% |