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 | $18,392 | $105,998-82.6% | $92,233-80.1% | $147,584-87.5% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 51.71% | 50.05%+1.7pp | 176.28%-124.6pp | 578.55%-526.8pp |
| Employer contribution / active EE | $1,406 | $4,333-67.6% | $3,679-61.8% | $4,876-71.2% |
| Participant deferral / active EE | $1,406 | $4,478-68.6% | $3,897-63.9% | $5,439-74.2% |
| Admin fee / account holder | $275 | $6,332-95.7% | $5,194-94.7% | $10,885-97.5% |