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 | $33,007 | $105,998-68.9% | $92,233-64.2% | $147,584-77.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 23.58% | 50.05%-26.5pp | 176.28%-152.7pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,386 | $4,333-68.0% | $3,679-62.3% | $4,876-71.6% |
| Participant deferral / active EE | $2,068 | $4,478-53.8% | $3,897-46.9% | $5,439-62.0% |
| Admin fee / account holder | $231 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |