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 | $29,739 | $105,998-71.9% | $92,233-67.8% | $147,584-79.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 15.37% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,690 | $4,333-14.8% | $3,679+0.3% | $4,876-24.3% |
| Participant deferral / active EE | $2,667 | $4,478-40.4% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $162 | $6,332-97.4% | $5,194-96.9% | $10,885-98.5% |