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 | $72,400-52.4% | $67,502-48.9% | $145,922-76.4% |
| Participation rate | 72.7% | 76.9%-4.1pp | 72.9%-0.1pp | 80.3%-7.5pp |
| Annual return | 19.59% | 7182.46%-7162.9pp | 3512.12%-3492.5pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,084 | $3,069-32.1% | $2,731-23.7% | $4,660-55.3% |
| Participant deferral / active EE | $4,502 | $4,783-5.9% | $4,000+12.6% | $6,688-32.7% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.8% |