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 | $25,185 | $105,998-76.2% | $92,233-72.7% | $147,584-82.9% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 23.63% | 50.05%-26.4pp | 176.28%-152.6pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,076 | $4,333-75.2% | $3,679-70.8% | $4,876-77.9% |
| Participant deferral / active EE | $4,931 | $4,478+10.1% | $3,897+26.5% | $5,439-9.3% |
| Admin fee / account holder | $148 | $6,332-97.7% | $5,194-97.2% | $10,885-98.6% |