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 | $26,094 | $100,852-74.1% | $90,404-71.1% | $158,922-83.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 8.34% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,766 | $3,689-25.0% | $3,262-15.2% | $4,761-41.9% |
| Participant deferral / active EE | $1,105 | $4,348-74.6% | $3,963-72.1% | $5,982-81.5% |
| Admin fee / account holder | $16 | $6,501-99.7% | $5,611-99.7% | $11,246-99.9% |