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 | $36,498 | $105,998-65.6% | $92,233-60.4% | $147,584-75.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.97% | 50.05%-29.1pp | 176.28%-155.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $7,356 | $4,333+69.8% | $3,679+99.9% | $4,876+50.9% |
| Participant deferral / active EE | $5,010 | $4,478+11.9% | $3,897+28.6% | $5,439-7.9% |
| Admin fee / account holder | $150 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |