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 | $22,205 | $56,199-60.5% | $67,652-67.2% | $59,632-62.8% |
| Participation rate | 82.6% | 71.5%+11.1pp | 75.7%+6.9pp | 68.7%+13.9pp |
| Annual return | 4.18% | 18505.31%-18501.1pp | 6625.04%-6620.9pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $1,085 | $1,614-32.8% | $2,266-52.1% | $2,203-50.7% |
| Participant deferral / active EE | $1,975 | $2,844-30.5% | $3,560-44.5% | $3,192-38.1% |
| Admin fee / account holder | $184 | $3,958-95.4% | $4,821-96.2% | $4,297-95.7% |