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 | $17,383 | $96,635-82.0% | $86,612-79.9% | $139,434-87.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 13.88% | 106.41%-92.5pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,160 | $4,836-55.3% | $4,438-51.3% | $6,710-67.8% |
| Admin fee / account holder | $137 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |