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 | $30,660 | $82,630-62.9% | $64,105-52.2% | $125,391-75.5% |
| Participation rate | 81.8% | 75.9%+6.0pp | 68.2%+13.6pp | 83.2%-1.4pp |
| Annual return | 31.78% | 1489.72%-1457.9pp | 791.24%-759.5pp | 282.22%-250.4pp |
| Employer contribution / active EE | $671 | $2,671-74.9% | $1,820-63.1% | $4,866-86.2% |
| Participant deferral / active EE | $1,732 | $3,608-52.0% | $2,822-38.6% | $5,352-67.6% |
| Admin fee / account holder | $27 | $6,382-99.6% | $4,499-99.4% | $9,540-99.7% |