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 | $34,272 | $113,339-69.8% | $94,993-63.9% | $147,584-76.8% |
| Participation rate | 76.9% | 78.0%-1.1pp | 73.9%+3.0pp | 82.8%-5.9pp |
| Annual return | 7.51% | 20.77%-13.3pp | 27.12%-19.6pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,340 | $3,160-57.6% | $2,603-48.5% | $4,876-72.5% |
| Participant deferral / active EE | $1,034 | $3,777-72.6% | $3,317-68.8% | $5,439-81.0% |
| Admin fee / account holder | $61 | $6,063-99.0% | $4,960-98.8% | $10,885-99.4% |