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 | $35,154 | $118,680-70.4% | $98,907-64.5% | $158,922-77.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 19.55% | 372.35%-352.8pp | 196.43%-176.9pp | 302.83%-283.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,350 | $5,088-53.8% | $4,244-44.6% | $5,982-60.7% |
| Admin fee / account holder | $33 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |