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 | $83,406 | $180,749-53.9% | $160,784-48.1% | $137,256-39.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 19.56% | 2234.46%-2214.9pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,034 | $6,844+32.0% | $6,293+43.6% | $6,407+41.0% |
| Admin fee / account holder | $223 | $10,397-97.9% | $9,717-97.7% | $12,270-98.2% |