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 | $35,049 | $105,998-66.9% | $92,233-62.0% | $147,584-76.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.97% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $7,020 | $4,333+62.0% | $3,679+90.8% | $4,876+44.0% |
| Participant deferral / active EE | $2,813 | $4,478-37.2% | $3,897-27.8% | $5,439-48.3% |
| Admin fee / account holder | $64 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |