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 | $81,212 | $121,625-33.2% | $104,607-22.4% | $158,922-48.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.27% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $828 | $3,163-73.8% | $2,681-69.1% | $4,761-82.6% |
| Participant deferral / active EE | $1,883 | $4,177-54.9% | $3,740-49.6% | $5,982-68.5% |
| Admin fee / account holder | $87 | $7,787-98.9% | $6,473-98.7% | $11,246-99.2% |