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 | $20,869 | $72,277-71.1% | $101,248-79.4% | $79,858-73.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.71% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,576 | $2,692+70.0% | $3,660+25.1% | $2,471+85.2% |
| Participant deferral / active EE | $2,057 | $3,282-37.3% | $4,370-52.9% | $3,740-45.0% |
| Admin fee / account holder | $134 | $4,400-97.0% | $5,945-97.8% | $5,306-97.5% |