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 | $25,724 | $110,809-76.8% | $86,874-70.4% | $167,490-84.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 71.6%+12.6pp | 82.1%+2.1pp |
| Annual return | 19.80% | 116.98%-97.2pp | 63.52%-43.7pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,541 | $3,244-52.5% | $2,495-38.2% | $4,837-68.1% |
| Participant deferral / active EE | $3,083 | $4,546-32.2% | $3,699-16.7% | $6,341-51.4% |
| Admin fee / account holder | $37 | $8,415-99.6% | $5,828-99.4% | $12,309-99.7% |