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 | $19,277 | $69,518-72.3% | $59,878-67.8% | $135,375-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 6.00% | 7.94%-1.9pp | 3.46%+2.5pp | 519.73%-513.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,100 | $4,206-26.3% | $3,402-8.9% | $5,609-44.7% |
| Admin fee / account holder | $59 | $5,734-99.0% | $3,590-98.4% | $10,827-99.5% |