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 | $25,501 | $105,998-75.9% | $92,233-72.4% | $147,584-82.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.47% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,585 | $4,333-63.4% | $3,679-56.9% | $4,876-67.5% |
| Participant deferral / active EE | $3,555 | $4,478-20.6% | $3,897-8.8% | $5,439-34.6% |
| Admin fee / account holder | $238 | $6,332-96.2% | $5,194-95.4% | $10,885-97.8% |