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 | $38,125 | $73,515-48.1% | $62,995-39.5% | $147,584-74.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.8%-3.4pp | 82.8%-11.4pp |
| Annual return | 15.09% | 175.43%-160.3pp | 87.57%-72.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $620 | $3,320-81.3% | $2,759-77.5% | $4,876-87.3% |
| Participant deferral / active EE | $1,338 | $4,185-68.0% | $3,329-59.8% | $5,439-75.4% |
| Admin fee / account holder | $138 | $5,953-97.7% | $3,600-96.2% | $10,885-98.7% |