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 | $26,498 | $93,071-71.5% | $74,583-64.5% | $273,961-90.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.26% | 26.18%-13.9pp | 20.47%-8.2pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,265 | $3,160-60.0% | $2,525-49.9% | $4,869-74.0% |
| Participant deferral / active EE | $1,435 | $4,160-65.5% | $3,458-58.5% | $5,287-72.9% |
| Admin fee / account holder | $28 | $5,272-99.5% | $4,138-99.3% | $10,132-99.7% |