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 | $21,116 | $105,998-80.1% | $92,233-77.1% | $147,584-85.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.11% | 50.05%-30.9pp | 176.28%-157.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,828 | $4,333-57.8% | $3,679-50.3% | $4,876-62.5% |
| Participant deferral / active EE | $2,068 | $4,478-53.8% | $3,897-46.9% | $5,439-62.0% |
| Admin fee / account holder | $270 | $6,332-95.7% | $5,194-94.8% | $10,885-97.5% |