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 | $51,322 | $183,963-72.1% | $162,163-68.4% | $152,861-66.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.89% | 150.76%-124.9pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,623 | $6,371-74.5% | $5,614-71.1% | $4,762-65.9% |
| Participant deferral / active EE | $4,639 | $8,034-42.3% | $7,298-36.4% | $5,850-20.7% |
| Admin fee / account holder | $16 | $13,121-99.9% | $10,843-99.8% | $11,596-99.9% |