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 | $35,797 | $105,998-66.2% | $92,233-61.2% | $147,584-75.7% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 17.13% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,303 | $4,478+107.8% | $3,897+138.7% | $5,439+71.1% |
| Admin fee / account holder | $73 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |