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 | $46,875 | $111,814-58.1% | $93,654-49.9% | $145,959-67.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.10% | 203.30%-191.2pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,359 | $3,092-56.0% | $2,421-43.9% | $4,661-70.8% |
| Participant deferral / active EE | $1,748 | $4,914-64.4% | $4,413-60.4% | $6,689-73.9% |
| Admin fee / account holder | $19 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |