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 8-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 | $16,058 | $45,035-64.3% | $62,995-74.5% | $70,131-77.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.85% | 18.76%-1.9pp | 87.57%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,729 | $2,465+51.3% | $3,329+12.0% | $3,332+11.9% |
| Admin fee / account holder | $189 | $2,834-93.3% | $3,600-94.7% | $4,645-95.9% |