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 | $38,175 | $70,756-46.0% | $65,493-41.7% | $142,382-73.2% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 13.63% | 1754.89%-1741.3pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,939 | $2,881+36.7% | $2,574+53.0% | $4,299-8.4% |
| Participant deferral / active EE | $4,668 | $4,637+0.7% | $3,961+17.9% | $6,507-28.3% |
| Admin fee / account holder | $178 | $6,559-97.3% | $5,028-96.5% | $12,624-98.6% |