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 | $46,836 | $105,998-55.8% | $92,233-49.2% | $147,584-68.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.93% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,133 | $4,333-50.8% | $3,679-42.0% | $4,876-56.3% |
| Participant deferral / active EE | $3,454 | $4,478-22.9% | $3,897-11.4% | $5,439-36.5% |
| Admin fee / account holder | $54 | $6,332-99.1% | $5,194-99.0% | $10,885-99.5% |