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 8-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 | $74,080 | $115,770-36.0% | $101,248-26.8% | $158,922-53.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.69% | 56.14%-33.4pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $14,229 | $4,175+240.9% | $3,660+288.8% | $4,761+198.9% |
| Participant deferral / active EE | $8,394 | $4,957+69.3% | $4,370+92.1% | $5,982+40.3% |
| Admin fee / account holder | $59 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |