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 | $63,243 | $105,998-40.3% | $92,233-31.4% | $147,584-57.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,229 | $4,333-71.6% | $3,679-66.6% | $4,876-74.8% |
| Participant deferral / active EE | $3,373 | $4,478-24.7% | $3,897-13.4% | $5,439-38.0% |
| Admin fee / account holder | $235 | $6,332-96.3% | $5,194-95.5% | $10,885-97.8% |