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 6-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 | $30,963 | $88,751-65.1% | $81,812-62.2% | $145,922-78.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.79% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,604 | $3,083-48.0% | $2,912-44.9% | $4,660-65.6% |
| Participant deferral / active EE | $3,208 | $4,643-30.9% | $4,319-25.7% | $6,688-52.0% |
| Admin fee / account holder | $274 | $8,415-96.7% | $7,386-96.3% | $13,397-98.0% |