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 | $67,953 | $117,983-42.4% | $101,794-33.2% | $142,382-52.3% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 13.96% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,465 | $4,714-47.7% | $4,084-39.6% | $6,507-62.1% |
| Admin fee / account holder | $33 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |