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 | $26,979 | $105,998-74.5% | $92,233-70.7% | $147,584-81.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 30.61% | 50.05%-19.4pp | 176.28%-145.7pp | 578.55%-547.9pp |
| Employer contribution / active EE | $5,155 | $4,333+19.0% | $3,679+40.1% | $4,876+5.7% |
| Participant deferral / active EE | $9,156 | $4,478+104.5% | $3,897+135.0% | $5,439+68.3% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |