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 | $61,111 | $105,998-42.3% | $92,233-33.7% | $147,584-58.6% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 20.70% | 50.05%-29.3pp | 176.28%-155.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,251 | $4,333-71.1% | $3,679-66.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,502 | $4,478-44.1% | $3,897-35.8% | $5,439-54.0% |
| Admin fee / account holder | $39 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |