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 | $35,322 | $102,966-65.7% | $90,281-60.9% | $152,861-76.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 18.07% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,688 | $4,281-37.2% | $3,885-30.8% | $5,850-54.1% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |