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 7-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 | $26,715 | $115,770-76.9% | $101,248-73.6% | $158,922-83.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 124.47% | 56.14%+68.3pp | 46.47%+78.0pp | 302.83%-178.4pp |
| Employer contribution / active EE | $904 | $4,175-78.3% | $3,660-75.3% | $4,761-81.0% |
| Participant deferral / active EE | $5,699 | $4,957+15.0% | $4,370+30.4% | $5,982-4.7% |
| Admin fee / account holder | $104 | $7,245-98.6% | $5,945-98.2% | $11,246-99.1% |