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 | $22,689 | $105,998-78.6% | $92,233-75.4% | $147,584-84.6% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 13.28% | 50.05%-36.8pp | 176.28%-163.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,106 | $4,333-28.3% | $3,679-15.6% | $4,876-36.3% |
| Participant deferral / active EE | $6,856 | $4,478+53.1% | $3,897+75.9% | $5,439+26.1% |
| Admin fee / account holder | $290 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |