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 10-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 | $54,653 | $197,825-72.4% | $155,790-64.9% | $125,391-56.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.14% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,600 | $4,847-25.7% | $3,836-6.2% | $4,866-26.0% |
| Participant deferral / active EE | $18,000 | $5,630+219.7% | $4,797+275.2% | $5,352+236.4% |
| Admin fee / account holder | $50 | $9,545-99.5% | $7,478-99.3% | $9,540-99.5% |