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 3-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 | $89,277 | $106,515-16.2% | $96,683-7.7% | $139,434-36.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 63.06% | 38.43%+24.6pp | 35.69%+27.4pp | 372.94%-309.9pp |
| Employer contribution / active EE | $43,442 | $4,103+958.8% | $3,737+1062.6% | $4,751+814.4% |
| Participant deferral / active EE | $24,038 | $5,454+340.8% | $4,878+392.8% | $6,710+258.2% |
| Admin fee / account holder | $295 | $7,877-96.3% | $6,730-95.6% | $11,403-97.4% |