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 | $83,255 | $74,888+11.2% | $71,209+16.9% | $142,382-41.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.27% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,951 | $2,854-31.7% | $2,721-28.3% | $4,299-54.6% |
| Participant deferral / active EE | $10,493 | $4,454+135.6% | $4,175+151.3% | $6,507+61.2% |
| Admin fee / account holder | $144 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |