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 | $23,355 | $99,020-76.4% | $86,590-73.0% | $147,584-84.2% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 38.10% | 1312.34%-1274.2pp | 964.84%-926.7pp | 578.55%-540.4pp |
| Employer contribution / active EE | $2,387 | $3,132-23.8% | $2,839-15.9% | $4,876-51.0% |
| Participant deferral / active EE | $5,665 | $3,972+42.6% | $3,609+57.0% | $5,439+4.2% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |