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 | $14,621 | $77,419-81.1% | $69,455-78.9% | $152,861-90.4% |
| Participation rate | 81.3% | 78.1%+3.1pp | 74.6%+6.6pp | 82.4%-1.2pp |
| Annual return | 6.08% | 39.06%-33.0pp | 28.97%-22.9pp | 345.32%-339.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,997 | $4,414-32.1% | $3,535-15.2% | $5,850-48.8% |
| Admin fee / account holder | $223 | $6,207-96.4% | $3,839-94.2% | $11,596-98.1% |