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 8-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 | $42,713 | $77,419-44.8% | $69,455-38.5% | $152,861-72.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 30.75% | 39.06%-8.3pp | 28.97%+1.8pp | 345.32%-314.6pp |
| Employer contribution / active EE | $6,338 | $3,315+91.2% | $2,779+128.1% | $4,762+33.1% |
| Participant deferral / active EE | $15,450 | $4,414+250.1% | $3,535+337.0% | $5,850+164.1% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |