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 | $23,140 | $93,346-75.2% | $71,796-67.8% | $273,961-91.6% |
| Participation rate | 90.5% | 76.5%+13.9pp | 69.1%+21.4pp | 83.0%+7.5pp |
| Annual return | 4.94% | 130.39%-125.4pp | 78.04%-73.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $716 | $2,733-73.8% | $1,924-62.8% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $6,571-98.5% | $4,815-97.9% | $10,132-99.0% |