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 | $55,659 | $105,998-47.5% | $92,233-39.7% | $147,584-62.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 36.44% | 50.05%-13.6pp | 176.28%-139.8pp | 578.55%-542.1pp |
| Employer contribution / active EE | $18,769 | $4,333+333.2% | $3,679+410.1% | $4,876+284.9% |
| Participant deferral / active EE | $26,741 | $4,478+497.2% | $3,897+586.2% | $5,439+391.7% |
| Admin fee / account holder | $41 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |