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 | $36,258 | $105,998-65.8% | $92,233-60.7% | $147,584-75.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.65% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,942 | $4,333-55.2% | $3,679-47.2% | $4,876-60.2% |
| Participant deferral / active EE | $2,913 | $4,478-34.9% | $3,897-25.2% | $5,439-46.4% |
| Admin fee / account holder | $53 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |