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 | $25,231 | $115,770-78.2% | $101,248-75.1% | $158,922-84.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.64% | 56.14%-28.5pp | 46.47%-18.8pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,101 | $4,175-73.6% | $3,660-69.9% | $4,761-76.9% |
| Participant deferral / active EE | $3,583 | $4,957-27.7% | $4,370-18.0% | $5,982-40.1% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |