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 6-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 | $106,533 | $148,534-28.3% | $135,903-21.6% | $139,434-23.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.72% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,690 | $5,243-29.6% | $4,856-24.0% | $4,751-22.3% |
| Participant deferral / active EE | $12,000 | $8,100+48.1% | $7,758+54.7% | $6,710+78.8% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |