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 | $24,320 | $99,652-75.6% | $78,778-69.1% | $147,584-83.5% |
| Participation rate | 90.5% | 76.2%+14.2pp | 69.2%+21.3pp | 82.8%+7.6pp |
| Annual return | 9.48% | 47.28%-37.8pp | 35.62%-26.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $123 | $7,155-98.3% | $5,134-97.6% | $10,885-98.9% |