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 | $17,532 | $105,998-83.5% | $92,233-81.0% | $147,584-88.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 22.56% | 50.05%-27.5pp | 176.28%-153.7pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,089 | $4,333-74.9% | $3,679-70.4% | $4,876-77.7% |
| Participant deferral / active EE | $1,809 | $4,478-59.6% | $3,897-53.6% | $5,439-66.7% |
| Admin fee / account holder | $164 | $6,332-97.4% | $5,194-96.8% | $10,885-98.5% |