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 9-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 | $16,964 | $69,207-75.5% | $64,056-73.5% | $139,434-87.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 11.43% | 45.88%-34.5pp | 33.69%-22.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,511 | $4,682-67.7% | $3,880-61.1% | $6,710-77.5% |
| Admin fee / account holder | $53 | $4,244-98.7% | $3,068-98.3% | $11,403-99.5% |