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 | $38,477 | $113,339-66.1% | $94,993-59.5% | $147,584-73.9% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 27.04% | 20.77%+6.3pp | 27.12%-0.1pp | 578.55%-551.5pp |
| Employer contribution / active EE | $826 | $3,160-73.9% | $2,603-68.3% | $4,876-83.1% |
| Participant deferral / active EE | $3,016 | $3,777-20.2% | $3,317-9.1% | $5,439-44.5% |
| Admin fee / account holder | $181 | $6,063-97.0% | $4,960-96.4% | $10,885-98.3% |