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 | $67,879 | $105,998-36.0% | $92,233-26.4% | $147,584-54.0% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 23.95% | 50.05%-26.1pp | 176.28%-152.3pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,050 | $4,333-52.7% | $3,679-44.3% | $4,876-58.0% |
| Participant deferral / active EE | $5,529 | $4,478+23.5% | $3,897+41.9% | $5,439+1.7% |
| Admin fee / account holder | $123 | $6,332-98.1% | $5,194-97.6% | $10,885-98.9% |