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 6-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 | $30,198 | $227,553-86.7% | $189,557-84.1% | $167,490-82.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 93.58% | 78.40%+15.2pp | 64.17%+29.4pp | 478.56%-385.0pp |
| Employer contribution / active EE | $2,263 | $5,316-57.4% | $4,412-48.7% | $4,837-53.2% |
| Participant deferral / active EE | $6,756 | $7,002-3.5% | $6,174+9.4% | $6,341+6.5% |
| Admin fee / account holder | $111 | $11,878-99.1% | $9,807-98.9% | $12,309-99.1% |