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 | $16,497 | $45,035-63.4% | $62,995-73.8% | $70,131-76.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.08% | 18.76%+3.3pp | 87.57%-65.5pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,758 | $2,465+52.5% | $3,329+12.9% | $3,332+12.8% |
| Admin fee / account holder | $73 | $2,834-97.4% | $3,600-98.0% | $4,645-98.4% |