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 5-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 | $72,956 | $108,919-33.0% | $100,391-27.3% | $145,922-50.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 73.34% | 57.88%+15.5pp | 49.20%+24.1pp | 561.29%-487.9pp |
| Employer contribution / active EE | $9,561 | $4,419+116.3% | $3,942+142.6% | $4,660+105.2% |
| Participant deferral / active EE | $10,326 | $8,445+22.3% | $8,082+27.8% | $6,688+54.4% |
| Admin fee / account holder | $14 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |