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 | $74,637 | $144,119-48.2% | $117,854-36.7% | $147,584-49.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.17% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,972 | $4,896-18.9% | $3,786+4.9% | $4,876-18.5% |
| Participant deferral / active EE | $7,934 | $5,316+49.2% | $4,482+77.0% | $5,439+45.9% |
| Admin fee / account holder | $4 | $10,886-100.0% | $8,020-99.9% | $10,885-100.0% |