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 | $42,297 | $202,318-79.1% | $172,739-75.5% | $152,861-72.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 28.64% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,934 | $5,856-67.0% | $5,143-62.4% | $4,762-59.4% |
| Participant deferral / active EE | $5,743 | $5,948-3.4% | $5,198+10.5% | $5,850-1.8% |
| Admin fee / account holder | $77 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |