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 | $53,223 | $105,998-49.8% | $92,233-42.3% | $147,584-63.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 25.21% | 50.05%-24.8pp | 176.28%-151.1pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,512 | $4,333-65.1% | $3,679-58.9% | $4,876-69.0% |
| Participant deferral / active EE | $10,553 | $4,478+135.7% | $3,897+170.8% | $5,439+94.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |