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 5-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 | $28,937 | $111,724-74.1% | $93,606-69.1% | $145,922-80.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.35% | 202.98%-189.6pp | 133.20%-119.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,360 | $3,090-56.0% | $2,420-43.8% | $4,660-70.8% |
| Participant deferral / active EE | $4,600 | $4,912-6.3% | $4,411+4.3% | $6,688-31.2% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |