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 4-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 | $65,000 | $150,197-56.7% | $120,368-46.0% | $145,959-55.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.48% | 154.26%-138.8pp | 107.26%-91.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $3,302 | $4,350-24.1% | $3,465-4.7% | $4,661-29.2% |
| Participant deferral / active EE | $20,822 | $6,174+237.3% | $4,991+317.2% | $6,689+211.3% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |