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 | $24,779 | $96,557-74.3% | $80,975-69.4% | $273,961-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.50% | 15.14%-6.6pp | 17.10%-8.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,170 | $4,868-76.0% | $3,714-68.5% | $4,869-76.0% |
| Participant deferral / active EE | $1,891 | $6,598-71.3% | $5,696-66.8% | $5,287-64.2% |
| Admin fee / account holder | $35 | $7,492-99.5% | $5,516-99.4% | $10,132-99.7% |