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 9-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 | $21,559 | $101,069-78.7% | $81,478-73.5% | $147,584-85.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.66% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,657 | $4,242-37.4% | $3,537-24.9% | $5,439-51.2% |
| Admin fee / account holder | $28 | $5,812-99.5% | $4,561-99.4% | $10,885-99.7% |