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 | $17,297 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 26.11% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,065 | $4,221-74.8% | $3,653-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $2,323 | $4,845-52.1% | $4,236-45.2% | $5,850-60.3% |
| Admin fee / account holder | $166 | $7,079-97.7% | $5,794-97.1% | $11,596-98.6% |