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 | $40,076 | $158,817-74.8% | $121,196-66.9% | $135,375-70.4% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.7%-1.7pp | 82.6%-12.6pp |
| Annual return | 7.10% | -0.64%+7.7pp | 16.93%-9.8pp | 519.73%-512.6pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,592 | $4,005-35.3% | $3,344-22.5% | $5,609-53.8% |
| Admin fee / account holder | $73 | $6,512-98.9% | $5,019-98.5% | $10,827-99.3% |