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 | $31,161 | $105,998-70.6% | $92,233-66.2% | $147,584-78.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 47.11% | 50.05%-2.9pp | 176.28%-129.2pp | 578.55%-531.4pp |
| Employer contribution / active EE | $7,879 | $4,333+81.8% | $3,679+114.2% | $4,876+61.6% |
| Participant deferral / active EE | $7,139 | $4,478+59.4% | $3,897+83.2% | $5,439+31.3% |
| Admin fee / account holder | $201 | $6,332-96.8% | $5,194-96.1% | $10,885-98.2% |