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 | $42,575 | $124,281-65.7% | $109,143-61.0% | $167,490-74.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.24% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,865 | $5,255-45.5% | $4,653-38.4% | $6,341-54.8% |
| Admin fee / account holder | $12 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |