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 | $18,889 | $105,998-82.2% | $92,233-79.5% | $147,584-87.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 50.81% | 50.05%+0.8pp | 176.28%-125.5pp | 578.55%-527.7pp |
| Employer contribution / active EE | $1,851 | $4,333-57.3% | $3,679-49.7% | $4,876-62.0% |
| Participant deferral / active EE | $3,760 | $4,478-16.0% | $3,897-3.5% | $5,439-30.9% |
| Admin fee / account holder | $169 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |