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 | $39,225 | $112,881-65.3% | $90,951-56.9% | $158,922-75.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 23.94% | 215.79%-191.9pp | 134.60%-110.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $707 | $2,893-75.6% | $2,122-66.7% | $4,761-85.2% |
| Participant deferral / active EE | $2,827 | $4,128-31.5% | $3,373-16.2% | $5,982-52.7% |
| Admin fee / account holder | $186 | $8,041-97.7% | $5,959-96.9% | $11,246-98.3% |