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 | $27,118 | $126,574-78.6% | $106,213-74.5% | $145,922-81.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 24.69% | 224.79%-200.1pp | 116.14%-91.5pp | 561.29%-536.6pp |
| Employer contribution / active EE | $3,276 | $3,730-12.2% | $3,171+3.3% | $4,660-29.7% |
| Participant deferral / active EE | $5,162 | $5,724-9.8% | $5,016+2.9% | $6,688-22.8% |
| Admin fee / account holder | $239 | $17,304-98.6% | $11,033-97.8% | $13,397-98.2% |