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 | $19,890 | $90,503-78.0% | $78,689-74.7% | $273,961-92.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 10.89% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,199 | $3,901-43.6% | $3,517-37.5% | $5,287-58.4% |
| Admin fee / account holder | $141 | $5,263-97.3% | $4,510-96.9% | $10,132-98.6% |