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 | $19,135 | $105,998-81.9% | $92,233-79.3% | $147,584-87.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 49.25% | 50.05%-0.8pp | 176.28%-127.0pp | 578.55%-529.3pp |
| Employer contribution / active EE | $1,851 | $4,333-57.3% | $3,679-49.7% | $4,876-62.0% |
| Participant deferral / active EE | $8,763 | $4,478+95.7% | $3,897+124.9% | $5,439+61.1% |
| Admin fee / account holder | $43 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |