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 | $42,532 | $108,642-60.9% | $74,701-43.1% | $152,861-72.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.37% | 114.06%-97.7pp | 752.92%-736.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $6,702 | $1,503+345.9% | $1,084+518.5% | $4,762+40.7% |
| Participant deferral / active EE | $858 | $2,712-68.4% | $1,964-56.3% | $5,850-85.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |