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 | $36,978 | $124,425-70.3% | $112,040-67.0% | $137,256-73.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.21% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,755 | $3,411-48.5% | $2,954-40.6% | $4,156-57.8% |
| Participant deferral / active EE | $7,721 | $5,718+35.0% | $5,098+51.5% | $6,407+20.5% |
| Admin fee / account holder | $91 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |