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 | $13,872 | $80,717-82.8% | $154,803-91.0% | $84,808-83.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.75% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $481 | $2,761-82.6% | $4,305-88.8% | $2,631-81.7% |
| Participant deferral / active EE | $2,134 | $3,303-35.4% | $5,540-61.5% | $4,212-49.3% |
| Admin fee / account holder | $26 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |