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 | $43,710 | $96,635-54.8% | $86,612-49.5% | $139,434-68.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.83% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $8,568 | $3,263+162.6% | $3,022+183.5% | $4,751+80.4% |
| Participant deferral / active EE | $7,141 | $4,836+47.7% | $4,438+60.9% | $6,710+6.4% |
| Admin fee / account holder | $126 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |