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 | $16,403 | $81,632-79.9% | $70,449-76.7% | $158,922-89.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.52% | 208.40%-193.9pp | 109.03%-94.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,896 | $3,217-10.0% | $2,737+5.8% | $4,761-39.2% |
| Participant deferral / active EE | $2,369 | $4,554-48.0% | $3,709-36.1% | $5,982-60.4% |
| Admin fee / account holder | $109 | $6,193-98.2% | $3,845-97.2% | $11,246-99.0% |