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 | $24,777 | $156,846-84.2% | $121,098-79.5% | $139,434-82.2% |
| Participation rate | 76.5% | 76.4%+0.1pp | 69.5%+7.0pp | 80.3%-3.8pp |
| Annual return | 23.63% | 1474.56%-1450.9pp | 985.75%-962.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,547 | $5,536-54.0% | $4,164-38.8% | $4,751-46.4% |
| Participant deferral / active EE | $3,762 | $4,844-22.3% | $4,080-7.8% | $6,710-43.9% |
| Admin fee / account holder | $158 | $6,946-97.7% | $5,644-97.2% | $11,403-98.6% |