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 | $26,682 | $105,998-74.8% | $92,233-71.1% | $147,584-81.9% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 15.67% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,323 | $4,333-69.5% | $3,679-64.0% | $4,876-72.9% |
| Participant deferral / active EE | $3,783 | $4,478-15.5% | $3,897-2.9% | $5,439-30.4% |
| Admin fee / account holder | $205 | $6,332-96.8% | $5,194-96.0% | $10,885-98.1% |