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 | $30,679 | $77,419-60.4% | $69,455-55.8% | $152,861-79.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 74.6%-4.6pp | 82.4%-12.4pp |
| Annual return | 17.57% | 39.06%-21.5pp | 28.97%-11.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,439 | $4,414-67.4% | $3,535-59.3% | $5,850-75.4% |
| Admin fee / account holder | $17 | $6,207-99.7% | $3,839-99.6% | $11,596-99.9% |