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 | $24,277 | $99,020-75.5% | $86,590-72.0% | $147,584-83.6% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.64% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,284 | $3,132-27.1% | $2,839-19.6% | $4,876-53.2% |
| Participant deferral / active EE | $3,280 | $3,972-17.4% | $3,609-9.1% | $5,439-39.7% |
| Admin fee / account holder | $116 | $5,710-98.0% | $4,906-97.6% | $10,885-98.9% |