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 | $71,265 | $157,256-54.7% | $141,162-49.5% | $152,861-53.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.81% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,859 | $5,261-64.7% | $4,735-60.7% | $4,762-61.0% |
| Participant deferral / active EE | $3,210 | $7,109-54.9% | $6,709-52.2% | $5,850-45.1% |
| Admin fee / account holder | $31 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |