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 | $40,314 | $105,998-62.0% | $92,233-56.3% | $147,584-72.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.27% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,119 | $4,333-74.2% | $3,679-69.6% | $4,876-77.1% |
| Participant deferral / active EE | $4,543 | $4,478+1.5% | $3,897+16.6% | $5,439-16.5% |
| Admin fee / account holder | -$25 | $6,332-100.4% | $5,194-100.5% | $10,885-100.2% |