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 | $18,880 | $105,998-82.2% | $92,233-79.5% | $147,584-87.2% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 19.39% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,462 | $4,333-66.3% | $3,679-60.3% | $4,876-70.0% |
| Participant deferral / active EE | $1,979 | $4,478-55.8% | $3,897-49.2% | $5,439-63.6% |
| Admin fee / account holder | $225 | $6,332-96.4% | $5,194-95.7% | $10,885-97.9% |