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 | $37,398 | $165,912-77.5% | $122,332-69.4% | $147,584-74.7% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 17.38% | 34.55%-17.2pp | 30.27%-12.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $402 | $5,754-93.0% | $4,050-90.1% | $4,876-91.8% |
| Participant deferral / active EE | $1,863 | $4,005-53.5% | $3,287-43.3% | $5,439-65.8% |
| Admin fee / account holder | $42 | $7,424-99.4% | $5,478-99.2% | $10,885-99.6% |