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 6-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 | $56,032 | $115,770-51.6% | $101,248-44.7% | $158,922-64.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,883 | $4,175-54.9% | $3,660-48.5% | $4,761-60.5% |
| Participant deferral / active EE | $9,961 | $4,957+100.9% | $4,370+127.9% | $5,982+66.5% |
| Admin fee / account holder | $12 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |