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 | $85,028 | $165,335-48.6% | $149,696-43.2% | $158,922-46.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.32% | 348.15%-317.8pp | 276.60%-246.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $3,006 | $5,103-41.1% | $4,644-35.3% | $4,761-36.9% |
| Participant deferral / active EE | $6,276 | $7,181-12.6% | $6,842-8.3% | $5,982+4.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |