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 | $32,004 | $99,652-67.9% | $78,778-59.4% | $147,584-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.14% | 47.28%-31.1pp | 35.62%-19.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,820 | $3,664+86.2% | $2,958+130.5% | $5,439+25.4% |
| Admin fee / account holder | $276 | $7,155-96.1% | $5,134-94.6% | $10,885-97.5% |