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 | $28,072 | $105,998-73.5% | $92,233-69.6% | $147,584-81.0% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 23.91% | 50.05%-26.1pp | 176.28%-152.4pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,227 | $4,333-48.6% | $3,679-39.5% | $4,876-54.3% |
| Participant deferral / active EE | $3,189 | $4,478-28.8% | $3,897-18.2% | $5,439-41.4% |
| Admin fee / account holder | $124 | $6,332-98.0% | $5,194-97.6% | $10,885-98.9% |