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 | $65,805 | $115,770-43.2% | $101,248-35.0% | $158,922-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.47% | 56.14%-48.7pp | 46.47%-39.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $21,815 | $4,175+422.6% | $3,660+496.1% | $4,761+358.2% |
| Participant deferral / active EE | $8,509 | $4,957+71.6% | $4,370+94.7% | $5,982+42.2% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |