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 | $35,973 | $98,240-63.4% | $82,313-56.3% | $147,584-75.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.44% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,420 | $3,192-55.5% | $2,428-41.5% | $4,876-70.9% |
| Participant deferral / active EE | $9,292 | $4,383+112.0% | $3,706+150.7% | $5,439+70.8% |
| Admin fee / account holder | $9 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |