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 10-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 | $31,388 | $115,770-72.9% | $101,248-69.0% | $158,922-80.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.99% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,597 | $4,175+34.1% | $3,660+52.9% | $4,761+17.5% |
| Participant deferral / active EE | $6,163 | $4,957+24.3% | $4,370+41.0% | $5,982+3.0% |
| Admin fee / account holder | $45 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |