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 | $31,949 | $144,119-77.8% | $117,854-72.9% | $147,584-78.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 17.89% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $916 | $4,896-81.3% | $3,786-75.8% | $4,876-81.2% |
| Participant deferral / active EE | $4,945 | $5,316-7.0% | $4,482+10.3% | $5,439-9.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |