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 | $13,767 | $65,685-79.0% | $57,179-75.9% | $273,961-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 13.29% | 21.99%-8.7pp | 14.59%-1.3pp | 41.45%-28.2pp |
| Employer contribution / active EE | $2,893 | $3,279-11.8% | $2,682+7.9% | $4,869-40.6% |
| Participant deferral / active EE | $3,622 | $3,782-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |