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 | $29,750 | $73,515-59.5% | $62,995-52.8% | $147,584-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.08% | 175.43%-158.4pp | 87.57%-70.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $4,100 | $3,320+23.5% | $2,759+48.6% | $4,876-15.9% |
| Participant deferral / active EE | $4,356 | $4,185+4.1% | $3,329+30.8% | $5,439-19.9% |
| Admin fee / account holder | $20 | $5,953-99.7% | $3,600-99.4% | $10,885-99.8% |