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 | $42,707 | $108,642-60.7% | $74,701-42.8% | $152,861-72.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 10.26% | 114.06%-103.8pp | 752.92%-742.7pp | 345.32%-335.1pp |
| Employer contribution / active EE | $6,632 | $1,503+341.3% | $1,084+512.0% | $4,762+39.3% |
| Participant deferral / active EE | $6,373 | $2,712+135.0% | $1,964+224.6% | $5,850+8.9% |
| Admin fee / account holder | $55 | $4,902-98.9% | $3,333-98.4% | $11,596-99.5% |