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 | $48,553 | $105,998-54.2% | $92,233-47.4% | $147,584-67.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.13% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,740 | $4,333-59.8% | $3,679-52.7% | $4,876-64.3% |
| Participant deferral / active EE | $7,893 | $4,478+76.3% | $3,897+102.6% | $5,439+45.1% |
| Admin fee / account holder | $22 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |