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 | $26,731 | $81,625-67.3% | $58,482-54.3% | $139,434-80.8% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 16.79% | 7404.20%-7387.4pp | 4239.32%-4222.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $172 | $1,398-87.7% | $1,053-83.6% | $4,751-96.4% |
| Participant deferral / active EE | $2,892 | $2,557+13.1% | $1,924+50.3% | $6,710-56.9% |
| Admin fee / account holder | $91 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |