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 5-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 | $34,270 | $148,534-76.9% | $135,903-74.8% | $139,434-75.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.97% | 79.19%-28.2pp | 68.23%-17.3pp | 372.94%-322.0pp |
| Employer contribution / active EE | $3,598 | $5,243-31.4% | $4,856-25.9% | $4,751-24.3% |
| Participant deferral / active EE | $23,950 | $8,100+195.7% | $7,758+208.7% | $6,710+256.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |