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 | $30,261 | $105,998-71.5% | $92,233-67.2% | $147,584-79.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 21.52% | 50.05%-28.5pp | 176.28%-154.8pp | 578.55%-557.0pp |
| Employer contribution / active EE | $975 | $4,333-77.5% | $3,679-73.5% | $4,876-80.0% |
| Participant deferral / active EE | $1,399 | $4,478-68.8% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |