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 | $20,554 | $105,998-80.6% | $92,233-77.7% | $147,584-86.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.66% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,506 | $4,333-42.2% | $3,679-31.9% | $4,876-48.6% |
| Participant deferral / active EE | $5,198 | $4,478+16.1% | $3,897+33.4% | $5,439-4.4% |
| Admin fee / account holder | $163 | $6,332-97.4% | $5,194-96.9% | $10,885-98.5% |