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 | $30,655 | $105,998-71.1% | $92,233-66.8% | $147,584-79.2% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 25.97% | 50.05%-24.1pp | 176.28%-150.3pp | 578.55%-552.6pp |
| Employer contribution / active EE | $2,205 | $4,333-49.1% | $3,679-40.1% | $4,876-54.8% |
| Participant deferral / active EE | $5,403 | $4,478+20.7% | $3,897+38.7% | $5,439-0.6% |
| Admin fee / account holder | $101 | $6,332-98.4% | $5,194-98.1% | $10,885-99.1% |