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 | $80,352 | $108,642-26.0% | $74,701+7.6% | $152,861-47.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.46% | 114.06%-92.6pp | 752.92%-731.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,158 | $1,503-23.0% | $1,084+6.8% | $4,762-75.7% |
| Participant deferral / active EE | $3,863 | $2,712+42.4% | $1,964+96.7% | $5,850-34.0% |
| Admin fee / account holder | $14 | $4,902-99.7% | $3,333-99.6% | $11,596-99.9% |