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 | $77,617 | $96,635-19.7% | $86,612-10.4% | $139,434-44.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.07% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,132 | $3,263-34.7% | $3,022-29.5% | $4,751-55.1% |
| Participant deferral / active EE | $8,670 | $4,836+79.3% | $4,438+95.4% | $6,710+29.2% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |