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 | $33,075 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.62% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,250 | $7,109+30.1% | $6,709+37.9% | $5,850+58.1% |
| Admin fee / account holder | $114 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |