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 | $27,506 | $45,035-38.9% | $62,995-56.3% | $70,131-60.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.12% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,392 | $2,051-32.1% | $2,759-49.5% | $2,342-40.6% |
| Participant deferral / active EE | $4,825 | $2,465+95.8% | $3,329+44.9% | $3,332+44.8% |
| Admin fee / account holder | $36 | $2,834-98.7% | $3,600-99.0% | $4,645-99.2% |