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 | $30,915 | $90,600-65.9% | $79,464-61.1% | $135,375-77.2% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | 39.46% | 977.43%-938.0pp | 718.14%-678.7pp | 519.73%-480.3pp |
| Employer contribution / active EE | $677 | $3,068-77.9% | $2,800-75.8% | $4,779-85.8% |
| Participant deferral / active EE | $3,235 | $4,050-20.1% | $3,704-12.6% | $5,609-42.3% |
| Admin fee / account holder | $28 | $5,907-99.5% | $5,113-99.5% | $10,827-99.7% |