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 | $31,960 | $81,632-60.8% | $70,449-54.6% | $158,922-79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.98% | 208.40%-188.4pp | 109.03%-89.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,988 | $3,217-38.2% | $2,737-27.4% | $4,761-58.2% |
| Participant deferral / active EE | $4,529 | $4,554-0.5% | $3,709+22.1% | $5,982-24.3% |
| Admin fee / account holder | $177 | $6,193-97.1% | $3,845-95.4% | $11,246-98.4% |