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 | $51,728 | $105,998-51.2% | $92,233-43.9% | $147,584-64.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.07% | 50.05%-29.0pp | 176.28%-155.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,692 | $4,333-61.0% | $3,679-54.0% | $4,876-65.3% |
| Participant deferral / active EE | $2,333 | $4,478-47.9% | $3,897-40.1% | $5,439-57.1% |
| Admin fee / account holder | $227 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |