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 | $46,400 | $148,534-68.8% | $135,903-65.9% | $139,434-66.7% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.54% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,644 | $5,243-68.6% | $4,856-66.1% | $4,751-65.4% |
| Participant deferral / active EE | $4,625 | $8,100-42.9% | $7,758-40.4% | $6,710-31.1% |
| Admin fee / account holder | $6 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |