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 5-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 | $18,784 | $67,823-72.3% | $52,425-64.2% | $137,256-86.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.53% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,153 | $1,163-0.9% | $914+26.1% | $4,156-72.3% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $76 | $2,844-97.3% | $2,495-96.9% | $12,270-99.4% |