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 | $8,648 | $69,207-87.5% | $64,056-86.5% | $139,434-93.8% |
| Participation rate | 70.8% | 75.6%-4.8pp | 72.3%-1.5pp | 80.3%-9.5pp |
| Annual return | 21.70% | 45.88%-24.2pp | 33.69%-12.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $597 | $3,182-81.3% | $2,747-78.3% | $4,751-87.4% |
| Participant deferral / active EE | $1,274 | $4,682-72.8% | $3,880-67.2% | $6,710-81.0% |
| Admin fee / account holder | $120 | $4,244-97.2% | $3,068-96.1% | $11,403-98.9% |