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 | $51,051 | $108,642-53.0% | $74,701-31.7% | $152,861-66.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.50% | 114.06%-94.6pp | 752.92%-733.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $8,795 | $1,503+485.2% | $1,084+711.7% | $4,762+84.7% |
| Participant deferral / active EE | $6,473 | $2,712+138.7% | $1,964+229.7% | $5,850+10.7% |
| Admin fee / account holder | $18 | $4,902-99.6% | $3,333-99.5% | $11,596-99.8% |