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 | $17,721 | $91,190-80.6% | $178,490-90.1% | $79,858-77.8% |
| Participation rate | 78.7% | 69.2%+9.5pp | 81.9%-3.2pp | 69.6%+9.1pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,200 | $3,236-32.0% | $5,202-57.7% | $3,740-41.2% |
| Admin fee / account holder | $43 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |