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 | $31,999 | $96,635-66.9% | $86,612-63.1% | $139,434-77.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.09% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,493 | $3,263+68.4% | $3,022+81.8% | $4,751+15.6% |
| Participant deferral / active EE | $9,812 | $4,836+102.9% | $4,438+121.1% | $6,710+46.2% |
| Admin fee / account holder | $196 | $6,408-96.9% | $5,614-96.5% | $11,403-98.3% |