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 | $31,797 | $100,852-68.5% | $90,404-64.8% | $158,922-80.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.58% | 1724.20%-1714.6pp | 1293.02%-1283.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,331 | $4,348-0.4% | $3,963+9.3% | $5,982-27.6% |
| Admin fee / account holder | $5 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |