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 | $26,632 | $93,071-71.4% | $74,583-64.3% | $273,961-90.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.75% | 26.18%-19.4pp | 20.47%-13.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,937 | $3,160+87.9% | $2,525+135.1% | $4,869+21.9% |
| Participant deferral / active EE | $5,545 | $4,160+33.3% | $3,458+60.4% | $5,287+4.9% |
| Admin fee / account holder | $107 | $5,272-98.0% | $4,138-97.4% | $10,132-98.9% |