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 | $63,700 | $106,890-40.4% | $84,015-24.2% | $152,861-58.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 23.03% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,073 | $4,011-48.3% | $3,239-36.0% | $5,850-64.6% |
| Admin fee / account holder | $257 | $8,285-96.9% | $6,101-95.8% | $11,596-97.8% |