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 | $64,642 | $114,047-43.3% | $96,139-32.8% | $167,490-61.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.68% | 189.88%-173.2pp | 191.94%-175.3pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,135 | $3,427-8.5% | $2,797+12.1% | $4,837-35.2% |
| Participant deferral / active EE | $3,126 | $5,194-39.8% | $4,349-28.1% | $6,341-50.7% |
| Admin fee / account holder | $54 | $6,897-99.2% | $5,537-99.0% | $12,309-99.6% |