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 9-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 | $34,392 | $45,035-23.6% | $62,995-45.4% | $70,131-51.0% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 12.78% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $508 | $2,051-75.2% | $2,759-81.6% | $2,342-78.3% |
| Participant deferral / active EE | $820 | $2,465-66.7% | $3,329-75.4% | $3,332-75.4% |
| Admin fee / account holder | $268 | $2,834-90.5% | $3,600-92.6% | $4,645-94.2% |