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 | $59,930 | $107,934-44.5% | $91,989-34.9% | $152,861-60.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.88% | 89.24%-69.4pp | 69.02%-49.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,600 | $4,210-62.0% | $3,452-53.6% | $4,762-66.4% |
| Participant deferral / active EE | $3,117 | $6,364-51.0% | $5,923-47.4% | $5,850-46.7% |
| Admin fee / account holder | $233 | $10,520-97.8% | $7,743-97.0% | $11,596-98.0% |