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 | $60,075 | $99,020-39.3% | $86,590-30.6% | $147,584-59.3% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 18.60% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,269 | $3,972+7.5% | $3,609+18.3% | $5,439-21.5% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |