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 | $26,986 | $99,020-72.7% | $86,590-68.8% | $147,584-81.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 322.34% | 1312.34%-990.0pp | 964.84%-642.5pp | 578.55%-256.2pp |
| Employer contribution / active EE | $1,871 | $3,132-40.3% | $2,839-34.1% | $4,876-61.6% |
| Participant deferral / active EE | $2,619 | $3,972-34.1% | $3,609-27.4% | $5,439-51.9% |
| Admin fee / account holder | $151 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |