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 | $76,337 | $148,534-48.6% | $135,903-43.8% | $139,434-45.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.04% | 79.19%-55.2pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $17,905 | $5,243+241.5% | $4,856+268.7% | $4,751+276.9% |
| Participant deferral / active EE | $11,187 | $8,100+38.1% | $7,758+44.2% | $6,710+66.7% |
| Admin fee / account holder | $56 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |