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 | $18,473 | $114,047-83.8% | $96,139-80.8% | $167,490-89.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 17.37% | 189.88%-172.5pp | 191.94%-174.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $652 | $3,427-81.0% | $2,797-76.7% | $4,837-86.5% |
| Participant deferral / active EE | $978 | $5,194-81.2% | $4,349-77.5% | $6,341-84.6% |
| Admin fee / account holder | $199 | $6,897-97.1% | $5,537-96.4% | $12,309-98.4% |