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 | $35,557 | $105,998-66.5% | $92,233-61.4% | $147,584-75.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.96% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,446 | $4,333-66.6% | $3,679-60.7% | $4,876-70.4% |
| Participant deferral / active EE | $3,132 | $4,478-30.1% | $3,897-19.6% | $5,439-42.4% |
| Admin fee / account holder | $221 | $6,332-96.5% | $5,194-95.7% | $10,885-98.0% |