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 | $44,655 | $105,998-57.9% | $92,233-51.6% | $147,584-69.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.38% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,466 | $4,333-43.1% | $3,679-33.0% | $4,876-49.4% |
| Participant deferral / active EE | $4,738 | $4,478+5.8% | $3,897+21.6% | $5,439-12.9% |
| Admin fee / account holder | $250 | $6,332-96.1% | $5,194-95.2% | $10,885-97.7% |