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 | $12,383 | $100,852-87.7% | $90,404-86.3% | $158,922-92.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.78% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,953 | $3,689-47.1% | $3,262-40.1% | $4,761-59.0% |
| Participant deferral / active EE | $2,322 | $4,348-46.6% | $3,963-41.4% | $5,982-61.2% |
| Admin fee / account holder | $227 | $6,501-96.5% | $5,611-96.0% | $11,246-98.0% |