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 | $22,158 | $96,557-77.1% | $80,975-72.6% | $273,961-91.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.53% | 15.14%-1.6pp | 17.10%-3.6pp | 41.45%-27.9pp |
| Employer contribution / active EE | $3,080 | $4,868-36.7% | $3,714-17.1% | $4,869-36.7% |
| Participant deferral / active EE | $4,505 | $6,598-31.7% | $5,696-20.9% | $5,287-14.8% |
| Admin fee / account holder | $22 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |