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 | $38,969 | $112,881-65.5% | $90,951-57.2% | $158,922-75.5% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 16.99% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $499 | $2,893-82.8% | $2,122-76.5% | $4,761-89.5% |
| Participant deferral / active EE | $1,820 | $4,128-55.9% | $3,373-46.0% | $5,982-69.6% |
| Admin fee / account holder | $84 | $8,041-99.0% | $5,959-98.6% | $11,246-99.3% |