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 | $30,119 | $102,966-70.7% | $90,281-66.6% | $152,861-80.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 21.65% | 95.16%-73.5pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,421 | $3,139-54.7% | $2,854-50.2% | $4,762-70.2% |
| Participant deferral / active EE | $3,997 | $4,281-6.7% | $3,885+2.9% | $5,850-31.7% |
| Admin fee / account holder | $234 | $6,171-96.2% | $5,351-95.6% | $11,596-98.0% |