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 | $14,707 | $85,202-82.7% | $172,739-91.5% | $72,985-79.8% |
| Participation rate | 74.4% | 70.1%+4.4pp | 82.6%-8.2pp | 69.5%+4.9pp |
| Annual return | 21.33% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,375 | $3,260-27.1% | $5,198-54.3% | $3,607-34.2% |
| Admin fee / account holder | $55 | $5,884-99.1% | $13,954-99.6% | $5,124-98.9% |