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 | $34,405 | $148,534-76.8% | $135,903-74.7% | $139,434-75.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 44.53% | 79.19%-34.7pp | 68.23%-23.7pp | 372.94%-328.4pp |
| Employer contribution / active EE | $3,677 | $5,243-29.9% | $4,856-24.3% | $4,751-22.6% |
| Participant deferral / active EE | $12,785 | $8,100+57.8% | $7,758+64.8% | $6,710+90.5% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |