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 | $22,449 | $60,323-62.8% | $81,812-72.6% | $74,495-69.9% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.3%-2.0pp | 67.2%+3.2pp |
| Annual return | 14.97% | 16.90%-1.9pp | 773.79%-758.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,269 | $2,620-51.6% | $2,912-56.4% | $2,623-51.6% |
| Participant deferral / active EE | $4,299 | $3,387+26.9% | $4,319-0.5% | $4,346-1.1% |
| Admin fee / account holder | $272 | $1,486-81.7% | $7,386-96.3% | $1,942-86.0% |