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 | $47,099 | $144,119-67.3% | $117,854-60.0% | $147,584-68.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.49% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $10,226 | $4,896+108.8% | $3,786+170.1% | $4,876+109.7% |
| Participant deferral / active EE | $4,475 | $5,316-15.8% | $4,482-0.2% | $5,439-17.7% |
| Admin fee / account holder | $55 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |