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 | $16,413 | $90,503-81.9% | $78,689-79.1% | $273,961-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.28% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,950 | $3,176+118.8% | $2,851+143.8% | $4,869+42.7% |
| Participant deferral / active EE | $3,920 | $3,901+0.5% | $3,517+11.5% | $5,287-25.9% |
| Admin fee / account holder | $128 | $5,263-97.6% | $4,510-97.2% | $10,132-98.7% |