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 | $24,111 | $111,754-78.4% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.70% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,500 | $5,619+15.7% | $5,057+28.5% | $6,688-2.8% |
| Admin fee / account holder | $198 | $9,750-98.0% | $8,355-97.6% | $13,397-98.5% |