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 | $23,893 | $63,346-62.3% | $92,233-74.1% | $70,131-65.9% |
| Participation rate | 79.5% | 68.7%+10.9pp | 76.5%+3.1pp | 69.5%+10.0pp |
| Annual return | 28.02% | 530.12%-502.1pp | 176.28%-148.3pp | 73.14%-45.1pp |
| Employer contribution / active EE | $2,801 | $2,471+13.3% | $3,679-23.9% | $2,342+19.6% |
| Participant deferral / active EE | $4,569 | $2,854+60.1% | $3,897+17.2% | $3,332+37.1% |
| Admin fee / account holder | $299 | $3,840-92.2% | $5,194-94.2% | $4,645-93.6% |