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 | $19,633 | $105,859-81.5% | $90,160-78.2% | $147,584-86.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.28% | 37.63%-19.3pp | 34.88%-16.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,359 | $5,733-6.5% | $5,288+1.3% | $5,439-1.5% |
| Admin fee / account holder | $206 | $8,046-97.4% | $5,943-96.5% | $10,885-98.1% |