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 | $19,795 | $105,998-81.3% | $92,233-78.5% | $147,584-86.6% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 21.05% | 50.05%-29.0pp | 176.28%-155.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,302 | $4,333-46.9% | $3,679-37.4% | $4,876-52.8% |
| Participant deferral / active EE | $1,306 | $4,478-70.8% | $3,897-66.5% | $5,439-76.0% |
| Admin fee / account holder | $21 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |