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 | $84,739 | $158,398-46.5% | $126,539-33.0% | $142,382-40.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.79% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,559 | $4,650+19.5% | $3,674+51.3% | $4,299+29.3% |
| Participant deferral / active EE | $10,138 | $4,767+112.7% | $4,083+148.3% | $6,507+55.8% |
| Admin fee / account holder | $80 | $6,918-98.8% | $6,065-98.7% | $12,624-99.4% |