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 | $65,472 | $73,515-10.9% | $62,995+3.9% | $147,584-55.6% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.8%+13.4pp | 82.8%+5.4pp |
| Annual return | 53.07% | 175.43%-122.4pp | 87.57%-34.5pp | 578.55%-525.5pp |
| Employer contribution / active EE | $6,891 | $3,320+107.5% | $2,759+149.8% | $4,876+41.3% |
| Participant deferral / active EE | $5,805 | $4,185+38.7% | $3,329+74.4% | $5,439+6.7% |
| Admin fee / account holder | $81 | $5,953-98.6% | $3,600-97.8% | $10,885-99.3% |