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 | $29,845 | $135,952-78.0% | $123,892-75.9% | $273,961-89.1% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 15.25% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.2pp |
| Employer contribution / active EE | $898 | $5,170-82.6% | $4,617-80.5% | $4,869-81.5% |
| Participant deferral / active EE | $5,850 | $6,343-7.8% | $5,984-2.2% | $5,287+10.6% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |