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 | $10,353 | $76,407-86.5% | $150,298-93.1% | $82,448-87.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 27.40% | 39.99%-12.6pp | 62.79%-35.4pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,272 | $3,214-29.3% | $5,453-58.3% | $4,139-45.1% |
| Admin fee / account holder | $209 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |