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 | $75,442 | $159,901-52.8% | $146,958-48.7% | $145,922-48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,724 | $5,286-67.4% | $4,933-65.0% | $4,660-63.0% |
| Participant deferral / active EE | $2,900 | $8,428-65.6% | $8,070-64.1% | $6,688-56.6% |
| Admin fee / account holder | $279 | $15,044-98.1% | $12,998-97.9% | $13,397-97.9% |