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 4-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 | $35,058 | $150,197-76.7% | $120,368-70.9% | $145,959-76.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.56% | 154.26%-135.7pp | 107.26%-88.7pp | 561.95%-543.4pp |
| Employer contribution / active EE | $3,374 | $4,350-22.4% | $3,465-2.6% | $4,661-27.6% |
| Participant deferral / active EE | $4,218 | $6,174-31.7% | $4,991-15.5% | $6,689-36.9% |
| Admin fee / account holder | $20 | $12,216-99.8% | $9,429-99.8% | $13,398-99.9% |