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 7-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 | $23,289 | $115,770-79.9% | $101,248-77.0% | $158,922-85.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.84% | 56.14%-32.3pp | 46.47%-22.6pp | 302.83%-279.0pp |
| Employer contribution / active EE | $5,446 | $4,175+30.5% | $3,660+48.8% | $4,761+14.4% |
| Participant deferral / active EE | $3,956 | $4,957-20.2% | $4,370-9.5% | $5,982-33.9% |
| Admin fee / account holder | $284 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |