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 | $34,264 | $100,852-66.0% | $90,404-62.1% | $158,922-78.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 18.74% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,972 | $3,689-19.4% | $3,262-8.9% | $4,761-37.6% |
| Participant deferral / active EE | $3,650 | $4,348-16.0% | $3,963-7.9% | $5,982-39.0% |
| Admin fee / account holder | $218 | $6,501-96.7% | $5,611-96.1% | $11,246-98.1% |