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 | $75,676 | $118,680-36.2% | $98,907-23.5% | $158,922-52.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 14.30% | 372.35%-358.0pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $895 | $3,333-73.2% | $2,689-66.7% | $4,761-81.2% |
| Participant deferral / active EE | $3,642 | $5,088-28.4% | $4,244-14.2% | $5,982-39.1% |
| Admin fee / account holder | $140 | $10,131-98.6% | $6,642-97.9% | $11,246-98.8% |