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 | $25,040 | $105,998-76.4% | $92,233-72.9% | $147,584-83.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 26.09% | 50.05%-24.0pp | 176.28%-150.2pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,752 | $4,333-59.6% | $3,679-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $4,204 | $4,478-6.1% | $3,897+7.9% | $5,439-22.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |