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 5-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 | $109,714 | $183,592-40.2% | $155,567-29.5% | $145,959-24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,750 | $5,315-29.4% | $4,674-19.8% | $4,661-19.5% |
| Participant deferral / active EE | $20,000 | $6,464+209.4% | $5,628+255.4% | $6,689+199.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |