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 | $27,121 | $105,998-74.4% | $92,233-70.6% | $147,584-81.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.74% | 50.05%-26.3pp | 176.28%-152.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $5,301 | $4,333+22.3% | $3,679+44.1% | $4,876+8.7% |
| Participant deferral / active EE | $7,255 | $4,478+62.0% | $3,897+86.2% | $5,439+33.4% |
| Admin fee / account holder | $177 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |