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 | $28,691 | $99,341-71.1% | $84,750-66.1% | $273,961-89.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,196 | $4,214+94.5% | $3,574+129.3% | $4,869+68.3% |
| Participant deferral / active EE | $1,616 | $4,269-62.2% | $3,712-56.5% | $5,287-69.4% |
| Admin fee / account holder | $280 | $6,644-95.8% | $5,332-94.8% | $10,132-97.2% |