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 | $51,787 | $152,587-66.1% | $125,175-58.6% | $152,861-66.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.44% | 54.84%-38.4pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,085 | $4,946-57.9% | $3,865-46.1% | $4,762-56.2% |
| Participant deferral / active EE | $6,250 | $5,868+6.5% | $4,937+26.6% | $5,850+6.8% |
| Admin fee / account holder | $33 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |