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 | $29,160 | $105,998-72.5% | $92,233-68.4% | $147,584-80.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 23.97% | 50.05%-26.1pp | 176.28%-152.3pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,285 | $4,333-47.3% | $3,679-37.9% | $4,876-53.1% |
| Participant deferral / active EE | $7,122 | $4,478+59.0% | $3,897+82.8% | $5,439+30.9% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |