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 | $21,727 | $105,998-79.5% | $92,233-76.4% | $147,584-85.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.04% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,728 | $4,333-60.1% | $3,679-53.0% | $4,876-64.6% |
| Participant deferral / active EE | $6,289 | $4,478+40.4% | $3,897+61.4% | $5,439+15.6% |
| Admin fee / account holder | $170 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |