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 | $21,896 | $121,625-82.0% | $104,607-79.1% | $158,922-86.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 24.19% | 465.26%-441.1pp | 340.46%-316.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,998 | $3,163-36.8% | $2,681-25.5% | $4,761-58.0% |
| Participant deferral / active EE | $3,482 | $4,177-16.6% | $3,740-6.9% | $5,982-41.8% |
| Admin fee / account holder | $75 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |