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 | $38,098 | $85,006-55.2% | $76,190-50.0% | $145,922-73.9% |
| Participation rate | 70.0% | 82.9%-12.9pp | 79.3%-9.3pp | 80.3%-10.3pp |
| Annual return | 14.64% | 13.11%+1.5pp | 13.78%+0.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,867 | $5,265-64.5% | $4,578-59.2% | $4,660-59.9% |
| Participant deferral / active EE | $2,384 | $6,392-62.7% | $5,474-56.5% | $6,688-64.4% |
| Admin fee / account holder | $8 | $5,760-99.9% | $5,123-99.8% | $13,397-99.9% |