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 | $9,979 | $108,172-90.8% | $77,482-87.1% | $158,922-93.7% |
| Participation rate | 86.7% | 64.4%+22.2pp | 54.2%+32.5pp | 82.0%+4.7pp |
| Annual return | 12.41% | 31.67%-19.3pp | 54.79%-42.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $87 | $3,708-97.6% | $2,858-97.0% | $11,246-99.2% |