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 | $23,797 | $99,020-76.0% | $86,590-72.5% | $147,584-83.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 15.88% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $662 | $3,132-78.9% | $2,839-76.7% | $4,876-86.4% |
| Participant deferral / active EE | $2,271 | $3,972-42.8% | $3,609-37.1% | $5,439-58.2% |
| Admin fee / account holder | $104 | $5,710-98.2% | $4,906-97.9% | $10,885-99.0% |