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 | $66,871 | $165,335-59.6% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.43% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $9,502 | $5,103+86.2% | $4,644+104.6% | $4,761+99.6% |
| Participant deferral / active EE | $10,408 | $7,181+44.9% | $6,842+52.1% | $5,982+74.0% |
| Admin fee / account holder | $281 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |