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 | $83,762 | $115,770-27.6% | $101,248-17.3% | $158,922-47.3% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $11,504 | $4,175+175.6% | $3,660+214.4% | $4,761+141.6% |
| Participant deferral / active EE | $7,680 | $4,957+54.9% | $4,370+75.7% | $5,982+28.4% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |