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 | $24,091 | $105,998-77.3% | $92,233-73.9% | $147,584-83.7% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 30.76% | 50.05%-19.3pp | 176.28%-145.5pp | 578.55%-547.8pp |
| Employer contribution / active EE | $3,031 | $4,333-30.0% | $3,679-17.6% | $4,876-37.8% |
| Participant deferral / active EE | $4,556 | $4,478+1.7% | $3,897+16.9% | $5,439-16.2% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |