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 3-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 | $65,051 | $99,921-34.9% | $85,009-23.5% | $145,959-55.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 83.89%-67.3pp | 66.47%-49.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,440 | $3,233-55.5% | $2,728-47.2% | $4,661-69.1% |
| Participant deferral / active EE | $16,130 | $5,293+204.7% | $4,522+256.7% | $6,689+141.2% |
| Admin fee / account holder | $84 | $7,252-98.8% | $6,153-98.6% | $13,398-99.4% |