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 | $39,431 | $99,020-60.2% | $86,590-54.5% | $147,584-73.3% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 16.15% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $726 | $3,132-76.8% | $2,839-74.4% | $4,876-85.1% |
| Participant deferral / active EE | $4,705 | $3,972+18.4% | $3,609+30.4% | $5,439-13.5% |
| Admin fee / account holder | $187 | $5,710-96.7% | $4,906-96.2% | $10,885-98.3% |