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 | $26,782 | $90,600-70.4% | $79,464-66.3% | $135,375-80.2% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | 6.41% | 977.43%-971.0pp | 718.14%-711.7pp | 519.73%-513.3pp |
| Employer contribution / active EE | $1,384 | $3,068-54.9% | $2,800-50.6% | $4,779-71.0% |
| Participant deferral / active EE | $4,291 | $4,050+6.0% | $3,704+15.9% | $5,609-23.5% |
| Admin fee / account holder | $99 | $5,907-98.3% | $5,113-98.1% | $10,827-99.1% |