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 | $27,718 | $53,127-47.8% | $86,590-68.0% | $70,131-60.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.28% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,617 | $2,068+171.6% | $2,839+97.8% | $2,342+139.8% |
| Participant deferral / active EE | $5,264 | $2,696+95.3% | $3,609+45.9% | $3,332+58.0% |
| Admin fee / account holder | $62 | $3,585-98.3% | $4,906-98.7% | $4,645-98.7% |