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 | $69,685 | $110,809-37.1% | $86,874-19.8% | $167,490-58.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 33.81% | 116.98%-83.2pp | 63.52%-29.7pp | 478.56%-444.8pp |
| Employer contribution / active EE | $1,534 | $3,244-52.7% | $2,495-38.5% | $4,837-68.3% |
| Participant deferral / active EE | $3,754 | $4,546-17.4% | $3,699+1.5% | $6,341-40.8% |
| Admin fee / account holder | $42 | $8,415-99.5% | $5,828-99.3% | $12,309-99.7% |