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 | $20,518 | $99,020-79.3% | $86,590-76.3% | $147,584-86.1% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 24.68% | 1312.34%-1287.7pp | 964.84%-940.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,293 | $3,132-26.8% | $2,839-19.2% | $4,876-53.0% |
| Participant deferral / active EE | $3,701 | $3,972-6.8% | $3,609+2.5% | $5,439-32.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |