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 | $19,015 | $85,202-77.7% | $172,739-89.0% | $72,985-73.9% |
| Participation rate | 73.5% | 70.1%+3.5pp | 82.6%-9.1pp | 69.5%+4.0pp |
| Annual return | 20.94% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,087 | $3,260-66.7% | $5,198-79.1% | $3,607-69.9% |
| Admin fee / account holder | $34 | $5,884-99.4% | $13,954-99.8% | $5,124-99.3% |