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 | $17,482 | $105,998-83.5% | $92,233-81.0% | $147,584-88.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 22.47% | 50.05%-27.6pp | 176.28%-153.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,688 | $4,333-61.0% | $3,679-54.1% | $4,876-65.4% |
| Participant deferral / active EE | $2,255 | $4,478-49.6% | $3,897-42.1% | $5,439-58.5% |
| Admin fee / account holder | $92 | $6,332-98.6% | $5,194-98.2% | $10,885-99.2% |