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 | $10,601 | $96,305-89.0% | $80,569-86.8% | $139,434-92.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.20% | 1350.08%-1329.9pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,714 | $5,232-48.1% | $4,447-39.0% | $6,710-59.6% |
| Admin fee / account holder | $238 | $6,599-96.4% | $5,377-95.6% | $11,403-97.9% |