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 | $66,043 | $105,998-37.7% | $92,233-28.4% | $147,584-55.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.53% | 50.05%-39.5pp | 176.28%-165.8pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,795 | $4,333-58.6% | $3,679-51.2% | $4,876-63.2% |
| Participant deferral / active EE | $3,570 | $4,478-20.3% | $3,897-8.4% | $5,439-34.4% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |