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 | $24,555 | $105,998-76.8% | $92,233-73.4% | $147,584-83.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.97% | 50.05%-25.1pp | 176.28%-151.3pp | 578.55%-553.6pp |
| Employer contribution / active EE | $2,166 | $4,333-50.0% | $3,679-41.1% | $4,876-55.6% |
| Participant deferral / active EE | $9,650 | $4,478+115.5% | $3,897+147.6% | $5,439+77.4% |
| Admin fee / account holder | $125 | $6,332-98.0% | $5,194-97.6% | $10,885-98.9% |