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 | $38,117 | $144,119-73.6% | $117,854-67.7% | $147,584-74.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 15.29% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,372 | $4,896-72.0% | $3,786-63.8% | $4,876-71.9% |
| Participant deferral / active EE | $1,932 | $5,316-63.7% | $4,482-56.9% | $5,439-64.5% |
| Admin fee / account holder | $57 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |