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 | $21,667 | $105,998-79.6% | $92,233-76.5% | $147,584-85.3% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 20.27% | 50.05%-29.8pp | 176.28%-156.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,563 | $4,333-63.9% | $3,679-57.5% | $4,876-68.0% |
| Participant deferral / active EE | $4,395 | $4,478-1.9% | $3,897+12.8% | $5,439-19.2% |
| Admin fee / account holder | $110 | $6,332-98.3% | $5,194-97.9% | $10,885-99.0% |