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 | $43,667 | $104,907-58.4% | $84,611-48.4% | $152,861-71.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.84% | 373.79%-345.9pp | 258.74%-230.9pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,461 | $3,302-55.7% | $2,652-44.9% | $4,762-69.3% |
| Participant deferral / active EE | $3,274 | $4,688-30.2% | $3,899-16.0% | $5,850-44.0% |
| Admin fee / account holder | $79 | $6,241-98.7% | $4,912-98.4% | $11,596-99.3% |