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 10-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 | $21,592 | $105,998-79.6% | $92,233-76.6% | $147,584-85.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.50% | 50.05%-25.5pp | 176.28%-151.8pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,001 | $4,333-53.8% | $3,679-45.6% | $4,876-59.0% |
| Participant deferral / active EE | $7,634 | $4,478+70.5% | $3,897+95.9% | $5,439+40.4% |
| Admin fee / account holder | $109 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |