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 | $56,838 | $115,770-50.9% | $101,248-43.9% | $158,922-64.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.03% | 56.14%-35.1pp | 46.47%-25.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,630 | $4,175-37.0% | $3,660-28.1% | $4,761-44.8% |
| Participant deferral / active EE | $9,267 | $4,957+86.9% | $4,370+112.0% | $5,982+54.9% |
| Admin fee / account holder | $192 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |