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 | $90,820 | $115,770-21.6% | $101,248-10.3% | $158,922-42.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.14% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $19,931 | $4,175+377.4% | $3,660+444.6% | $4,761+318.6% |
| Participant deferral / active EE | $11,596 | $4,957+133.9% | $4,370+165.3% | $5,982+93.8% |
| Admin fee / account holder | $126 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |