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 | $24,512 | $102,966-76.2% | $90,281-72.8% | $152,861-84.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 23.69% | 95.16%-71.5pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,940 | $3,139-38.2% | $2,854-32.0% | $4,762-59.3% |
| Participant deferral / active EE | $1,968 | $4,281-54.0% | $3,885-49.3% | $5,850-66.4% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |