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 | $27,517 | $100,852-72.7% | $90,404-69.6% | $158,922-82.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 19.76% | 1724.20%-1704.4pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,983 | $3,689-46.2% | $3,262-39.2% | $4,761-58.4% |
| Participant deferral / active EE | $4,491 | $4,348+3.3% | $3,963+13.3% | $5,982-24.9% |
| Admin fee / account holder | $58 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |