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 | $24,465 | $99,079-75.3% | $77,999-68.6% | $273,961-91.1% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 8.01% | 217.93%-209.9pp | 425.96%-418.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,224 | $3,308-63.0% | $2,470-50.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,715 | $4,306-60.2% | $3,497-50.9% | $5,287-67.6% |
| Admin fee / account holder | $14 | $8,954-99.8% | $5,480-99.8% | $10,132-99.9% |