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 | $18,779 | $105,998-82.3% | $92,233-79.6% | $147,584-87.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 22.98% | 50.05%-27.1pp | 176.28%-153.3pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,455 | $4,333-66.4% | $3,679-60.5% | $4,876-70.2% |
| Participant deferral / active EE | $5,577 | $4,478+24.5% | $3,897+43.1% | $5,439+2.5% |
| Admin fee / account holder | $44 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |