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 | $44,914 | $102,966-56.4% | $90,281-50.3% | $152,861-70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.07% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,801 | $3,139+116.7% | $2,854+138.3% | $4,762+42.8% |
| Participant deferral / active EE | $833 | $4,281-80.5% | $3,885-78.6% | $5,850-85.8% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |