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 | $24,404 | $148,534-83.6% | $135,903-82.0% | $139,434-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.52% | 79.19%-33.7pp | 68.23%-22.7pp | 372.94%-327.4pp |
| Employer contribution / active EE | $1,443 | $5,243-72.5% | $4,856-70.3% | $4,751-69.6% |
| Participant deferral / active EE | $10,649 | $8,100+31.5% | $7,758+37.3% | $6,710+58.7% |
| Admin fee / account holder | $50 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |