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 3-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 | $63,490 | $214,378-70.4% | $200,582-68.3% | $142,382-55.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.03% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,133 | $6,841-54.2% | $6,419-51.2% | $4,299-27.1% |
| Participant deferral / active EE | $12,378 | $9,865+25.5% | $9,331+32.6% | $6,507+90.2% |
| Admin fee / account holder | $106 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |