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 | $14,153 | $81,632-82.7% | $70,449-79.9% | $158,922-91.1% |
| Participation rate | 95.7% | 77.7%+17.9pp | 75.1%+20.6pp | 82.0%+13.7pp |
| Annual return | 16.32% | 208.40%-192.1pp | 109.03%-92.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,071 | $4,554-54.5% | $3,709-44.2% | $5,982-65.4% |
| Admin fee / account holder | $213 | $6,193-96.6% | $3,845-94.5% | $11,246-98.1% |