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 | $28,166 | $99,020-71.6% | $86,590-67.5% | $147,584-80.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.62% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,081 | $3,132-33.6% | $2,839-26.7% | $4,876-57.3% |
| Participant deferral / active EE | $2,890 | $3,972-27.2% | $3,609-19.9% | $5,439-46.9% |
| Admin fee / account holder | $237 | $5,710-95.8% | $4,906-95.2% | $10,885-97.8% |