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 | $40,154 | $105,998-62.1% | $92,233-56.5% | $147,584-72.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.58% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $936 | $4,333-78.4% | $3,679-74.6% | $4,876-80.8% |
| Participant deferral / active EE | $5,655 | $4,478+26.3% | $3,897+45.1% | $5,439+4.0% |
| Admin fee / account holder | $12 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |