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 | $35,436 | $115,770-69.4% | $101,248-65.0% | $158,922-77.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 50.40% | 56.14%-5.7pp | 46.47%+3.9pp | 302.83%-252.4pp |
| Employer contribution / active EE | $8,108 | $4,175+94.2% | $3,660+121.5% | $4,761+70.3% |
| Participant deferral / active EE | $7,533 | $4,957+52.0% | $4,370+72.4% | $5,982+25.9% |
| Admin fee / account holder | $96 | $7,245-98.7% | $5,945-98.4% | $11,246-99.1% |