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 | $38,755 | $165,335-76.6% | $149,696-74.1% | $158,922-75.6% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 23.48% | 348.15%-324.7pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,587 | $5,103-68.9% | $4,644-65.8% | $4,761-66.7% |
| Participant deferral / active EE | $3,522 | $7,181-51.0% | $6,842-48.5% | $5,982-41.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |