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 | $23,141 | $105,998-78.2% | $92,233-74.9% | $147,584-84.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 19.35% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,915 | $4,333-32.7% | $3,679-20.8% | $4,876-40.2% |
| Participant deferral / active EE | $6,781 | $4,478+51.4% | $3,897+74.0% | $5,439+24.7% |
| Admin fee / account holder | $32 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |