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 | $70,143 | $105,998-33.8% | $92,233-24.0% | $147,584-52.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 11.78% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,334 | $4,3330% | $3,679+17.8% | $4,876-11.1% |
| Participant deferral / active EE | $2,162 | $4,478-51.7% | $3,897-44.5% | $5,439-60.2% |
| Admin fee / account holder | $28 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |