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 | $56,755 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 17.39% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,249 | $7,181-26.9% | $6,842-23.3% | $5,982-12.3% |
| Admin fee / account holder | $16 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |