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 | $32,417 | $102,966-68.5% | $90,281-64.1% | $152,861-78.8% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 16.51% | 95.16%-78.7pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $601 | $3,139-80.8% | $2,854-78.9% | $4,762-87.4% |
| Participant deferral / active EE | $2,405 | $4,281-43.8% | $3,885-38.1% | $5,850-58.9% |
| Admin fee / account holder | $159 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |