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 8-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 | $39,698 | $115,770-65.7% | $101,248-60.8% | $158,922-75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.34% | 56.14%-25.8pp | 46.47%-16.1pp | 302.83%-272.5pp |
| Employer contribution / active EE | $10,647 | $4,175+155.1% | $3,660+191.0% | $4,761+123.6% |
| Participant deferral / active EE | $4,991 | $4,957+0.7% | $4,370+14.2% | $5,982-16.6% |
| Admin fee / account holder | $223 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |