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 | $38,847 | $159,901-75.7% | $146,958-73.6% | $145,922-73.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 31.70% | 98.13%-66.4pp | 418.34%-386.6pp | 561.29%-529.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,270 | $8,428-13.7% | $8,070-9.9% | $6,688+8.7% |
| Admin fee / account holder | $145 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |