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 | $21,847 | $105,998-79.4% | $92,233-76.3% | $147,584-85.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 13.71% | 50.05%-36.3pp | 176.28%-162.6pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,750 | $4,333-59.6% | $3,679-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $143 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |