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 3-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 | $83,478 | $70,756+18.0% | $65,493+27.5% | $142,382-41.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.54% | 1754.89%-1735.3pp | 982.45%-962.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,267 | $2,881-21.3% | $2,574-11.9% | $4,299-47.3% |
| Participant deferral / active EE | $8,834 | $4,637+90.5% | $3,961+123.0% | $6,507+35.8% |
| Admin fee / account holder | $188 | $6,559-97.1% | $5,028-96.3% | $12,624-98.5% |