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 | $26,660 | $135,952-80.4% | $123,892-78.5% | $273,961-90.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4309.09% | 56.63%+4252.5pp | 47.52%+4261.6pp | 41.45%+4267.6pp |
| Employer contribution / active EE | $1,004 | $5,170-80.6% | $4,617-78.3% | $4,869-79.4% |
| Participant deferral / active EE | $2,476 | $6,343-61.0% | $5,984-58.6% | $5,287-53.2% |
| Admin fee / account holder | $297 | $9,817-97.0% | $8,357-96.4% | $10,132-97.1% |