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 8-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 | $31,527 | $111,535-71.7% | $105,223-70.0% | $137,256-77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.39% | 237.85%-210.5pp | 180.65%-153.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,965 | $3,939-50.1% | $3,689-46.7% | $4,156-52.7% |
| Participant deferral / active EE | $8,758 | $5,500+59.2% | $5,072+72.7% | $6,407+36.7% |
| Admin fee / account holder | $247 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |