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 | $15,355 | $90,503-83.0% | $78,689-80.5% | $273,961-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,219 | $3,176+1.3% | $2,851+12.9% | $4,869-33.9% |
| Participant deferral / active EE | $3,276 | $3,901-16.0% | $3,517-6.8% | $5,287-38.0% |
| Admin fee / account holder | $91 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |