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 | $238,968 | $115,770+106.4% | $101,248+136.0% | $158,922+50.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.50% | 56.14%-48.6pp | 46.47%-39.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $6,250 | $4,175+49.7% | $3,660+70.8% | $4,761+31.3% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $30 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |