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 | $38,025 | $183,963-79.3% | $162,163-76.6% | $152,861-75.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.65% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,986 | $6,371-68.8% | $5,614-64.6% | $4,762-58.3% |
| Participant deferral / active EE | $5,503 | $8,034-31.5% | $7,298-24.6% | $5,850-5.9% |
| Admin fee / account holder | $10 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |