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 | $58,896 | $144,119-59.1% | $117,854-50.0% | $147,584-60.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.78% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,098 | $4,896-77.6% | $3,786-71.0% | $4,876-77.5% |
| Participant deferral / active EE | $2,173 | $5,316-59.1% | $4,482-51.5% | $5,439-60.1% |
| Admin fee / account holder | $222 | $10,886-98.0% | $8,020-97.2% | $10,885-98.0% |