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 | $35,789 | $165,335-78.4% | $149,696-76.1% | $158,922-77.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.70% | 348.15%-310.4pp | 276.60%-238.9pp | 302.83%-265.1pp |
| Employer contribution / active EE | $3,830 | $5,103-24.9% | $4,644-17.5% | $4,761-19.5% |
| Participant deferral / active EE | $15,852 | $7,181+120.7% | $6,842+131.7% | $5,982+165.0% |
| Admin fee / account holder | $207 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |