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 | $79,066 | $102,966-23.2% | $90,281-12.4% | $152,861-48.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.42% | 95.16%-71.7pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,900 | $3,139+24.2% | $2,854+36.6% | $4,762-18.1% |
| Participant deferral / active EE | $2,383 | $4,281-44.3% | $3,885-38.7% | $5,850-59.3% |
| Admin fee / account holder | $9 | $6,171-99.9% | $5,351-99.8% | $11,596-99.9% |