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 4-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 | $17,774 | $70,756-74.9% | $65,493-72.9% | $142,382-87.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 14.24% | 1754.89%-1740.7pp | 982.45%-968.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,519 | $2,881-12.5% | $2,574-2.1% | $4,299-41.4% |
| Participant deferral / active EE | $1,307 | $4,637-71.8% | $3,961-67.0% | $6,507-79.9% |
| Admin fee / account holder | $299 | $6,559-95.4% | $5,028-94.1% | $12,624-97.6% |