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 | $25,025 | $105,998-76.4% | $92,233-72.9% | $147,584-83.0% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 24.90% | 50.05%-25.1pp | 176.28%-151.4pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,045 | $4,333-75.9% | $3,679-71.6% | $4,876-78.6% |
| Participant deferral / active EE | $10,041 | $4,478+124.2% | $3,897+157.7% | $5,439+84.6% |
| Admin fee / account holder | $296 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |