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 | $54,331 | $115,770-53.1% | $101,248-46.3% | $158,922-65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.65% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,644 | $4,175-36.7% | $3,660-27.8% | $4,761-44.5% |
| Participant deferral / active EE | $11,338 | $4,957+128.7% | $4,370+159.4% | $5,982+89.5% |
| Admin fee / account holder | $63 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |