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 9-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 | $30,471 | $165,335-81.6% | $149,696-79.6% | $158,922-80.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.40% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $900 | $5,103-82.4% | $4,644-80.6% | $4,761-81.1% |
| Participant deferral / active EE | $7,020 | $7,181-2.2% | $6,842+2.6% | $5,982+17.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |