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 | $29,519 | $88,751-66.7% | $81,812-63.9% | $145,922-79.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.60% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,957 | $3,083-4.1% | $2,912+1.5% | $4,660-36.5% |
| Participant deferral / active EE | $7,573 | $4,643+63.1% | $4,319+75.4% | $6,688+13.2% |
| Admin fee / account holder | $97 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |