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 | $35,522 | $99,652-64.4% | $78,778-54.9% | $147,584-75.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 21.34% | 47.28%-25.9pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,250 | $2,796-19.5% | $1,986+13.3% | $4,876-53.9% |
| Participant deferral / active EE | $6,876 | $3,664+87.7% | $2,958+132.4% | $5,439+26.4% |
| Admin fee / account holder | $17 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |