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 | $72,973 | $107,334-32.0% | $92,893-21.4% | $152,861-52.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.43% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,146 | $4,221-25.5% | $3,653-13.9% | $4,762-33.9% |
| Participant deferral / active EE | $5,705 | $4,845+17.8% | $4,236+34.7% | $5,850-2.5% |
| Admin fee / account holder | $23 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |