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 | $52,369 | $105,998-50.6% | $92,233-43.2% | $147,584-64.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.63% | 50.05%-32.4pp | 176.28%-158.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,915 | $4,333-9.7% | $3,679+6.4% | $4,876-19.7% |
| Participant deferral / active EE | $6,300 | $4,478+40.7% | $3,897+61.7% | $5,439+15.8% |
| Admin fee / account holder | $274 | $6,332-95.7% | $5,194-94.7% | $10,885-97.5% |