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 | $13,625 | $81,632-83.3% | $70,449-80.7% | $158,922-91.4% |
| Participation rate | 85.0% | 77.7%+7.3pp | 75.1%+9.9pp | 82.0%+3.0pp |
| Annual return | 10.76% | 208.40%-197.6pp | 109.03%-98.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,799 | $4,554-38.5% | $3,709-24.5% | $5,982-53.2% |
| Admin fee / account holder | $179 | $6,193-97.1% | $3,845-95.4% | $11,246-98.4% |