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 9-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 | $16,308 | $65,685-75.2% | $57,179-71.5% | $273,961-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.08% | 21.99%-11.9pp | 14.59%-4.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $840 | $3,279-74.4% | $2,682-68.7% | $4,869-82.7% |
| Participant deferral / active EE | $840 | $3,782-77.8% | $3,096-72.9% | $5,287-84.1% |
| Admin fee / account holder | $5 | $4,835-99.9% | $3,139-99.8% | $10,132-100.0% |