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 | $44,072 | $105,998-58.4% | $92,233-52.2% | $147,584-70.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.31% | 50.05%-38.7pp | 176.28%-165.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $18,086 | $4,333+317.4% | $3,679+391.5% | $4,876+270.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $195 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |