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 | $24,503 | $118,849-79.4% | $96,562-74.6% | $167,490-85.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.05% | 50.49%-37.4pp | 37.78%-24.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,331 | $3,120-57.3% | $2,356-43.5% | $4,837-72.5% |
| Participant deferral / active EE | $1,803 | $4,616-60.9% | $3,849-53.1% | $6,341-71.6% |
| Admin fee / account holder | $71 | $8,065-99.1% | $6,181-98.8% | $12,309-99.4% |