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 | $26,445 | $105,998-75.1% | $92,233-71.3% | $147,584-82.1% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 21.14% | 50.05%-28.9pp | 176.28%-155.1pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,571 | $4,333-63.8% | $3,679-57.3% | $4,876-67.8% |
| Participant deferral / active EE | $5,173 | $4,478+15.5% | $3,897+32.8% | $5,439-4.9% |
| Admin fee / account holder | $192 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |