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 | $17,323 | $93,071-81.4% | $74,583-76.8% | $273,961-93.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.62% | 26.18%-19.6pp | 20.47%-13.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,061 | $3,160-34.8% | $2,525-18.4% | $4,869-57.7% |
| Participant deferral / active EE | $2,886 | $4,160-30.6% | $3,458-16.5% | $5,287-45.4% |
| Admin fee / account holder | $44 | $5,272-99.2% | $4,138-98.9% | $10,132-99.6% |