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 7-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 | $26,182 | $115,770-77.4% | $101,248-74.1% | $158,922-83.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 44.01% | 56.14%-12.1pp | 46.47%-2.5pp | 302.83%-258.8pp |
| Employer contribution / active EE | $2,594 | $4,175-37.9% | $3,660-29.1% | $4,761-45.5% |
| Participant deferral / active EE | $10,450 | $4,957+110.8% | $4,370+139.1% | $5,982+74.7% |
| Admin fee / account holder | $74 | $7,245-99.0% | $5,945-98.8% | $11,246-99.3% |