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 10-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 | $50,407 | $115,770-56.5% | $101,248-50.2% | $158,922-68.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.00% | 56.14%-37.1pp | 46.47%-27.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,396 | $4,175-18.7% | $3,660-7.2% | $4,761-28.7% |
| Participant deferral / active EE | $2,500 | $4,957-49.6% | $4,370-42.8% | $5,982-58.2% |
| Admin fee / account holder | $296 | $7,245-95.9% | $5,945-95.0% | $11,246-97.4% |