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 | $13,467 | $73,515-81.7% | $62,995-78.6% | $147,584-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 39.91% | 175.43%-135.5pp | 87.57%-47.7pp | 578.55%-538.6pp |
| Employer contribution / active EE | $1,960 | $3,320-41.0% | $2,759-29.0% | $4,876-59.8% |
| Participant deferral / active EE | $3,700 | $4,185-11.6% | $3,329+11.1% | $5,439-32.0% |
| Admin fee / account holder | $38 | $5,953-99.4% | $3,600-99.0% | $10,885-99.7% |