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 | $22,308 | $107,934-79.3% | $91,989-75.7% | $152,861-85.4% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 26.63% | 89.24%-62.6pp | 69.02%-42.4pp | 345.32%-318.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,074 | $6,364-36.0% | $5,923-31.2% | $5,850-30.4% |
| Admin fee / account holder | $188 | $10,520-98.2% | $7,743-97.6% | $11,596-98.4% |