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 | $26,634 | $108,642-75.5% | $74,701-64.3% | $152,861-82.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.20% | 114.06%-94.9pp | 752.92%-733.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,216 | $1,503+47.4% | $1,084+104.5% | $4,762-53.5% |
| Participant deferral / active EE | $7,476 | $2,712+175.6% | $1,964+280.7% | $5,850+27.8% |
| Admin fee / account holder | $128 | $4,902-97.4% | $3,333-96.2% | $11,596-98.9% |