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 | $19,047 | $58,208-67.3% | $81,812-76.7% | $80,856-76.4% |
| Participation rate | 86.8% | 63.4%+23.4pp | 72.3%+14.5pp | 67.6%+19.2pp |
| Annual return | 18.53% | 41.66%-23.1pp | 773.79%-755.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $611 | $2,340-73.9% | $2,912-79.0% | $2,755-77.8% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $278 | $4,981-94.4% | $7,386-96.2% | $6,918-96.0% |