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 | $36,824 | $102,966-64.2% | $90,281-59.2% | $152,861-75.9% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 23.83% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $461 | $3,139-85.3% | $2,854-83.9% | $4,762-90.3% |
| Participant deferral / active EE | $1,723 | $4,281-59.7% | $3,885-55.6% | $5,850-70.5% |
| Admin fee / account holder | $266 | $6,171-95.7% | $5,351-95.0% | $11,596-97.7% |