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 | $43,303 | $105,998-59.1% | $92,233-53.1% | $147,584-70.7% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 14.85% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,561 | $4,333-64.0% | $3,679-57.6% | $4,876-68.0% |
| Participant deferral / active EE | $4,910 | $4,478+9.7% | $3,897+26.0% | $5,439-9.7% |
| Admin fee / account holder | $218 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |