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 | $31,505 | $74,888-57.9% | $71,209-55.8% | $142,382-77.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.32% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,447 | $2,854-49.3% | $2,721-46.8% | $4,299-66.3% |
| Participant deferral / active EE | $2,919 | $4,454-34.5% | $4,175-30.1% | $6,507-55.1% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |