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 | $74,405 | $99,079-24.9% | $77,999-4.6% | $273,961-72.8% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.5%-2.2pp | 83.0%-9.7pp |
| Annual return | 6.72% | 217.93%-211.2pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $704 | $3,308-78.7% | $2,470-71.5% | $4,869-85.5% |
| Participant deferral / active EE | $2,127 | $4,306-50.6% | $3,497-39.2% | $5,287-59.8% |
| Admin fee / account holder | $14 | $8,954-99.8% | $5,480-99.7% | $10,132-99.9% |