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 | $55,049 | $81,625-32.6% | $58,482-5.9% | $139,434-60.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.81% | 7404.20%-7388.4pp | 4239.32%-4223.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $744 | $1,398-46.8% | $1,053-29.4% | $4,751-84.3% |
| Participant deferral / active EE | $5,600 | $2,557+119.0% | $1,924+191.1% | $6,710-16.5% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |