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 | $26,835 | $105,998-74.7% | $92,233-70.9% | $147,584-81.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.57% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,103 | $4,333-74.5% | $3,679-70.0% | $4,876-77.4% |
| Participant deferral / active EE | $1,254 | $4,478-72.0% | $3,897-67.8% | $5,439-76.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |