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 | $20,855 | $99,341-79.0% | $84,750-75.4% | $273,961-92.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.11% | 22.93%-11.8pp | 22.78%-11.7pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,833 | $4,214-32.8% | $3,574-20.7% | $4,869-41.8% |
| Participant deferral / active EE | $7,834 | $4,269+83.5% | $3,712+111.1% | $5,287+48.2% |
| Admin fee / account holder | $118 | $6,644-98.2% | $5,332-97.8% | $10,132-98.8% |