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 | $60,246 | $115,770-48.0% | $101,248-40.5% | $158,922-62.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.71% | 56.14%-31.4pp | 46.47%-21.8pp | 302.83%-278.1pp |
| Employer contribution / active EE | $6,145 | $4,175+47.2% | $3,660+67.9% | $4,761+29.1% |
| Participant deferral / active EE | $14,358 | $4,957+189.6% | $4,370+228.5% | $5,982+140.0% |
| Admin fee / account holder | $204 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |