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 9-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 | $45,036 | $115,770-61.1% | $101,248-55.5% | $158,922-71.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.15% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $5,479 | $4,175+31.2% | $3,660+49.7% | $4,761+15.1% |
| Participant deferral / active EE | $8,456 | $4,957+70.6% | $4,370+93.5% | $5,982+41.4% |
| Admin fee / account holder | $55 | $7,245-99.2% | $5,945-99.1% | $11,246-99.5% |