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 | $35,590 | $99,020-64.1% | $86,590-58.9% | $147,584-75.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 40.43% | 1312.34%-1271.9pp | 964.84%-924.4pp | 578.55%-538.1pp |
| Employer contribution / active EE | $3,922 | $3,132+25.2% | $2,839+38.1% | $4,876-19.6% |
| Participant deferral / active EE | $4,063 | $3,972+2.3% | $3,609+12.6% | $5,439-25.3% |
| Admin fee / account holder | $85 | $5,710-98.5% | $4,906-98.3% | $10,885-99.2% |