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 | $57,651 | $105,998-45.6% | $92,233-37.5% | $147,584-60.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 19.55% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,820 | $4,333-58.0% | $3,679-50.5% | $4,876-62.7% |
| Participant deferral / active EE | $3,837 | $4,478-14.3% | $3,897-1.5% | $5,439-29.4% |
| Admin fee / account holder | $8 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |