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 | $21,888 | $65,685-66.7% | $57,179-61.7% | $273,961-92.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.17% | 21.99%-12.8pp | 14.59%-5.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,780 | $3,782-52.9% | $3,096-42.5% | $5,287-66.3% |
| Admin fee / account holder | $200 | $4,835-95.9% | $3,139-93.6% | $10,132-98.0% |