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 | $79,156 | $107,334-26.3% | $92,893-14.8% | $152,861-48.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 21.59% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,305 | $4,845-31.8% | $4,236-22.0% | $5,850-43.5% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |