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 | $21,430 | $105,998-79.8% | $92,233-76.8% | $147,584-85.5% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 18.93% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,304 | $4,333-69.9% | $3,679-64.5% | $4,876-73.2% |
| Participant deferral / active EE | $3,168 | $4,478-29.3% | $3,897-18.7% | $5,439-41.8% |
| Admin fee / account holder | $200 | $6,332-96.8% | $5,194-96.2% | $10,885-98.2% |