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 5-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 | $64,377 | $111,535-42.3% | $105,223-38.8% | $137,256-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.97% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,974 | $3,939-49.9% | $3,689-46.5% | $4,156-52.5% |
| Participant deferral / active EE | $8,796 | $5,500+59.9% | $5,072+73.4% | $6,407+37.3% |
| Admin fee / account holder | $67 | $9,721-99.3% | $8,859-99.2% | $12,270-99.5% |