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 | $85,403 | $105,998-19.4% | $92,233-7.4% | $147,584-42.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.83% | 50.05%-35.2pp | 176.28%-161.5pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,968 | $4,333-31.5% | $3,679-19.3% | $4,876-39.1% |
| Participant deferral / active EE | $3,486 | $4,478-22.2% | $3,897-10.5% | $5,439-35.9% |
| Admin fee / account holder | $154 | $6,332-97.6% | $5,194-97.0% | $10,885-98.6% |