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 | $48,632 | $126,574-61.6% | $106,213-54.2% | $145,922-66.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.93% | 224.79%-210.9pp | 116.14%-102.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,331 | $3,730-64.3% | $3,171-58.0% | $4,660-71.4% |
| Participant deferral / active EE | $1,664 | $5,724-70.9% | $5,016-66.8% | $6,688-75.1% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |