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 | $39,361 | $96,635-59.3% | $86,612-54.6% | $139,434-71.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.96% | 106.41%-87.5pp | 591.07%-572.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,584 | $3,263-51.5% | $3,022-47.6% | $4,751-66.7% |
| Participant deferral / active EE | $1,182 | $4,836-75.6% | $4,438-73.4% | $6,710-82.4% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |