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 | $70,502 | $202,318-65.2% | $172,739-59.2% | $152,861-53.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 17.58% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,417 | $5,856-75.8% | $5,143-72.5% | $4,762-70.3% |
| Participant deferral / active EE | $2,564 | $5,948-56.9% | $5,198-50.7% | $5,850-56.2% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |