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 | $80,717-87.2% | $154,803-93.3% | $84,808-87.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 27.40% | 37.96%-10.6pp | 58.88%-31.5pp | 40.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,272 | $3,303-31.2% | $5,540-59.0% | $4,212-46.0% |
| Admin fee / account holder | $209 | $6,746-96.9% | $14,329-98.5% | $7,344-97.2% |