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 | $59,658 | $115,770-48.5% | $101,248-41.1% | $158,922-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.50% | 56.14%-27.6pp | 46.47%-18.0pp | 302.83%-274.3pp |
| Employer contribution / active EE | $4,357 | $4,175+4.4% | $3,660+19.1% | $4,761-8.5% |
| Participant deferral / active EE | $10,070 | $4,957+103.1% | $4,370+130.4% | $5,982+68.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |