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 | $40,170 | $105,998-62.1% | $92,233-56.4% | $147,584-72.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 34.32% | 50.05%-15.7pp | 176.28%-142.0pp | 578.55%-544.2pp |
| Employer contribution / active EE | $2,765 | $4,333-36.2% | $3,679-24.9% | $4,876-43.3% |
| Participant deferral / active EE | $4,792 | $4,478+7.0% | $3,897+23.0% | $5,439-11.9% |
| Admin fee / account holder | $148 | $6,332-97.7% | $5,194-97.2% | $10,885-98.6% |