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 | $51,782 | $144,119-64.1% | $117,854-56.1% | $147,584-64.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 13.12% | 531.15%-518.0pp | 335.08%-322.0pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,956 | $4,896-60.0% | $3,786-48.3% | $4,876-59.9% |
| Participant deferral / active EE | $2,830 | $5,316-46.8% | $4,482-36.9% | $5,439-48.0% |
| Admin fee / account holder | $27 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |