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 | $59,719 | $162,781-63.3% | $133,956-55.4% | $158,922-62.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $17,214 | $4,975+246.0% | $3,919+339.3% | $4,761+261.5% |
| Participant deferral / active EE | $8,667 | $5,911+46.6% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $85 | $11,736-99.3% | $8,927-99.1% | $11,246-99.2% |