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 | $14,651 | $108,642-86.5% | $74,701-80.4% | $152,861-90.4% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 31.89% | 114.06%-82.2pp | 752.92%-721.0pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,508 | $1,503+0.3% | $1,084+39.1% | $4,762-68.3% |
| Participant deferral / active EE | $1,508 | $2,712-44.4% | $1,964-23.2% | $5,850-74.2% |
| Admin fee / account holder | $75 | $4,902-98.5% | $3,333-97.8% | $11,596-99.4% |