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 | $24,055 | $98,240-75.5% | $82,313-70.8% | $147,584-83.7% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 21.56% | 30.85%-9.3pp | 25.88%-4.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,481 | $3,192-22.3% | $2,428+2.2% | $4,876-49.1% |
| Participant deferral / active EE | $3,938 | $4,383-10.1% | $3,706+6.3% | $5,439-27.6% |
| Admin fee / account holder | $44 | $8,563-99.5% | $5,608-99.2% | $10,885-99.6% |