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 | $69,265 | $183,963-62.3% | $162,163-57.3% | $152,861-54.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 56.91% | 150.76%-93.8pp | 115.59%-58.7pp | 345.32%-288.4pp |
| Employer contribution / active EE | $1,778 | $6,371-72.1% | $5,614-68.3% | $4,762-62.7% |
| Participant deferral / active EE | $4,914 | $8,034-38.8% | $7,298-32.7% | $5,850-16.0% |
| Admin fee / account holder | $220 | $13,121-98.3% | $10,843-98.0% | $11,596-98.1% |