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 | $61,998 | $108,919-43.1% | $100,391-38.2% | $145,922-57.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.65% | 57.88%-35.2pp | 49.20%-26.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $2,936 | $4,419-33.6% | $3,942-25.5% | $4,660-37.0% |
| Participant deferral / active EE | $7,131 | $8,445-15.6% | $8,082-11.8% | $6,688+6.6% |
| Admin fee / account holder | $199 | $9,689-97.9% | $7,899-97.5% | $13,397-98.5% |