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 | $23,082 | $93,071-75.2% | $74,583-69.1% | $273,961-91.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.79% | 26.18%-22.4pp | 20.47%-16.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $2,025 | $3,160-35.9% | $2,525-19.8% | $4,869-58.4% |
| Participant deferral / active EE | $2,025 | $4,160-51.3% | $3,458-41.4% | $5,287-61.7% |
| Admin fee / account holder | $101 | $5,272-98.1% | $4,138-97.6% | $10,132-99.0% |