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 | $24,354 | $81,632-70.2% | $70,449-65.4% | $158,922-84.7% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 16.64% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,608 | $4,554-42.7% | $3,709-29.7% | $5,982-56.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |