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 | $30,037 | $105,998-71.7% | $92,233-67.4% | $147,584-79.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.53% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,954 | $4,333-31.8% | $3,679-19.7% | $4,876-39.4% |
| Participant deferral / active EE | $1,185 | $4,478-73.5% | $3,897-69.6% | $5,439-78.2% |
| Admin fee / account holder | $72 | $6,332-98.9% | $5,194-98.6% | $10,885-99.3% |