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 | $42,287 | $165,335-74.4% | $149,696-71.8% | $158,922-73.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 18.36% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,713 | $5,103-66.4% | $4,644-63.1% | $4,761-64.0% |
| Participant deferral / active EE | $2,838 | $7,181-60.5% | $6,842-58.5% | $5,982-52.6% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |