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 | $38,550 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.25% | 1956.69%-1943.4pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,441 | $3,224+130.8% | $2,960+151.4% | $4,837+53.8% |
| Participant deferral / active EE | $1,530 | $4,673-67.3% | $4,276-64.2% | $6,341-75.9% |
| Admin fee / account holder | $64 | $6,753-99.1% | $5,949-98.9% | $12,309-99.5% |