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 | $42,017 | $105,998-60.4% | $92,233-54.4% | $147,584-71.5% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 43.22% | 50.05%-6.8pp | 176.28%-133.1pp | 578.55%-535.3pp |
| Employer contribution / active EE | $2,059 | $4,333-52.5% | $3,679-44.0% | $4,876-57.8% |
| Participant deferral / active EE | $4,796 | $4,478+7.1% | $3,897+23.1% | $5,439-11.8% |
| Admin fee / account holder | $268 | $6,332-95.8% | $5,194-94.8% | $10,885-97.5% |