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 | $43,721 | $138,065-68.3% | $123,544-64.6% | $135,375-67.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.12% | 153.68%-145.6pp | 119.20%-111.1pp | 519.73%-511.6pp |
| Employer contribution / active EE | $4,212 | $5,151-18.2% | $4,628-9.0% | $4,779-11.9% |
| Participant deferral / active EE | $7,329 | $6,799+7.8% | $6,426+14.1% | $5,609+30.7% |
| Admin fee / account holder | $9 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |