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 9-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 | $73,448 | $115,770-36.6% | $101,248-27.5% | $158,922-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.00% | 56.14%-35.1pp | 46.47%-25.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $11,267 | $4,175+169.9% | $3,660+207.9% | $4,761+136.7% |
| Participant deferral / active EE | $4,836 | $4,957-2.4% | $4,370+10.7% | $5,982-19.2% |
| Admin fee / account holder | $5 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |