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 | $43,835 | $162,781-73.1% | $133,956-67.3% | $158,922-72.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.64% | 41.94%-14.3pp | 45.09%-17.5pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,129 | $4,975-57.2% | $3,919-45.7% | $4,761-55.3% |
| Participant deferral / active EE | $10,866 | $5,911+83.8% | $5,048+115.3% | $5,982+81.6% |
| Admin fee / account holder | $51 | $11,736-99.6% | $8,927-99.4% | $11,246-99.5% |