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 | $19,930 | $70,756-71.8% | $65,493-69.6% | $142,382-86.0% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 18.38% | 1754.89%-1736.5pp | 982.45%-964.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,285 | $4,637-29.2% | $3,961-17.1% | $6,507-49.5% |
| Admin fee / account holder | $161 | $6,559-97.5% | $5,028-96.8% | $12,624-98.7% |