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 | $63,149 | $105,998-40.4% | $92,233-31.5% | $147,584-57.2% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,900 | $4,333-56.1% | $3,679-48.4% | $4,876-61.0% |
| Participant deferral / active EE | $4,602 | $4,478+2.8% | $3,897+18.1% | $5,439-15.4% |
| Admin fee / account holder | $50 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |