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 | $70,110 | $74,888-6.4% | $71,209-1.5% | $142,382-50.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.99% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $784 | $2,854-72.5% | $2,721-71.2% | $4,299-81.8% |
| Participant deferral / active EE | $1,349 | $4,454-69.7% | $4,175-67.7% | $6,507-79.3% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |