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 | $34,685 | $105,998-67.3% | $92,233-62.4% | $147,584-76.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 25.88% | 50.05%-24.2pp | 176.28%-150.4pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,553 | $4,333-64.1% | $3,679-57.8% | $4,876-68.1% |
| Participant deferral / active EE | $8,975 | $4,478+100.4% | $3,897+130.3% | $5,439+65.0% |
| Admin fee / account holder | $6 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |