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 | $68,157 | $105,998-35.7% | $92,233-26.1% | $147,584-53.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 22.10% | 50.05%-27.9pp | 176.28%-154.2pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,623 | $4,333-62.5% | $3,679-55.9% | $4,876-66.7% |
| Participant deferral / active EE | $3,881 | $4,478-13.3% | $3,897-0.4% | $5,439-28.6% |
| Admin fee / account holder | $60 | $6,332-99.1% | $5,194-98.8% | $10,885-99.4% |