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 | $31,883 | $91,037-65.0% | $71,671-55.5% | $147,584-78.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 33.13% | 20.48%+12.6pp | 20.65%+12.5pp | 578.55%-545.4pp |
| Employer contribution / active EE | $3,800 | $3,327+14.2% | $2,460+54.5% | $4,876-22.1% |
| Participant deferral / active EE | $9,618 | $4,498+113.8% | $3,438+179.7% | $5,439+76.8% |
| Admin fee / account holder | $123 | $8,613-98.6% | $5,558-97.8% | $10,885-98.9% |