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 | $25,638 | $81,632-68.6% | $70,449-63.6% | $158,922-83.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.95% | 208.40%-199.5pp | 109.03%-100.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,899 | $4,554-36.3% | $3,709-21.8% | $5,982-51.5% |
| Admin fee / account holder | $31 | $6,193-99.5% | $3,845-99.2% | $11,246-99.7% |