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 | $34,468 | $72,396-52.4% | $67,511-48.9% | $145,959-76.4% |
| Participation rate | 72.7% | 76.9%-4.1pp | 72.9%-0.2pp | 80.3%-7.6pp |
| Annual return | 19.59% | 7194.07%-7174.5pp | 3517.41%-3497.8pp | 561.95%-542.4pp |
| Employer contribution / active EE | $2,084 | $3,071-32.1% | $2,733-23.7% | $4,661-55.3% |
| Participant deferral / active EE | $4,502 | $4,781-5.8% | $4,000+12.5% | $6,689-32.7% |
| Admin fee / account holder | $20 | $5,538-99.6% | $3,999-99.5% | $13,398-99.8% |