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 | $48,630 | $159,901-69.6% | $146,958-66.9% | $145,922-66.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,246 | $5,286-57.5% | $4,933-54.5% | $4,660-51.8% |
| Participant deferral / active EE | $2,662 | $8,428-68.4% | $8,070-67.0% | $6,688-60.2% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |