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 | $68,097-70.7% | $62,929-68.3% | $137,256-85.5% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 18.38% | 1859.11%-1840.7pp | 1063.93%-1045.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,285 | $4,553-27.8% | $3,888-15.5% | $6,407-48.7% |
| Admin fee / account holder | $161 | $6,521-97.5% | $5,065-96.8% | $12,270-98.7% |