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 | $26,122 | $98,240-73.4% | $82,313-68.3% | $147,584-82.3% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 19.56% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,009 | $3,192-37.1% | $2,428-17.3% | $4,876-58.8% |
| Participant deferral / active EE | $4,209 | $4,383-4.0% | $3,706+13.6% | $5,439-22.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |