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 | $42,925 | $71,050-39.6% | $93,606-54.1% | $80,856-46.9% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 16.80% | 11.26%+5.5pp | 133.20%-116.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,317 | $4,034-42.6% | $4,411-47.5% | $4,296-46.1% |
| Admin fee / account holder | $183 | $6,945-97.4% | $8,285-97.8% | $6,918-97.4% |