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 | $22,156 | $105,998-79.1% | $92,233-76.0% | $147,584-85.0% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 18.61% | 50.05%-31.4pp | 176.28%-157.7pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,927 | $4,333-32.4% | $3,679-20.4% | $4,876-40.0% |
| Participant deferral / active EE | $1,727 | $4,478-61.4% | $3,897-55.7% | $5,439-68.2% |
| Admin fee / account holder | $97 | $6,332-98.5% | $5,194-98.1% | $10,885-99.1% |