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 | $23,173 | $73,515-68.5% | $62,995-63.2% | $147,584-84.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 17.29% | 175.43%-158.1pp | 87.57%-70.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,817 | $3,320+14.9% | $2,759+38.3% | $4,876-21.7% |
| Participant deferral / active EE | $4,850 | $4,185+15.9% | $3,329+45.7% | $5,439-10.8% |
| Admin fee / account holder | $25 | $5,953-99.6% | $3,600-99.3% | $10,885-99.8% |