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 5-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 | $14,424 | $72,071-80.0% | $68,368-78.9% | $137,256-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.80% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $603 | $2,788-78.4% | $2,649-77.2% | $4,156-85.5% |
| Participant deferral / active EE | $689 | $4,410-84.4% | $4,123-83.3% | $6,407-89.2% |
| Admin fee / account holder | $90 | $5,336-98.3% | $5,150-98.3% | $12,270-99.3% |