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 | $25,847 | $105,998-75.6% | $92,233-72.0% | $147,584-82.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 32.86% | 50.05%-17.2pp | 176.28%-143.4pp | 578.55%-545.7pp |
| Employer contribution / active EE | $2,079 | $4,333-52.0% | $3,679-43.5% | $4,876-57.4% |
| Participant deferral / active EE | $2,213 | $4,478-50.6% | $3,897-43.2% | $5,439-59.3% |
| Admin fee / account holder | $143 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |