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 | $29,213 | $85,202-65.7% | $172,739-83.1% | $72,985-60.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 117.56% | 27.32%+90.2pp | 802.84%-685.3pp | 81.00%+36.6pp |
| Employer contribution / active EE | $5,888 | $3,324+77.1% | $5,143+14.5% | $2,440+141.3% |
| Participant deferral / active EE | $2,732 | $3,260-16.2% | $5,198-47.4% | $3,607-24.3% |
| Admin fee / account holder | $86 | $5,884-98.5% | $13,954-99.4% | $5,124-98.3% |