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 | $16,339 | $90,503-81.9% | $78,689-79.2% | $273,961-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.94% | 75.60%-60.7pp | 62.18%-47.2pp | 41.45%-26.5pp |
| Employer contribution / active EE | $5,388 | $3,176+69.7% | $2,851+89.0% | $4,869+10.7% |
| Participant deferral / active EE | $3,743 | $3,901-4.1% | $3,517+6.4% | $5,287-29.2% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |