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 | $23,691 | $90,503-73.8% | $78,689-69.9% | $273,961-91.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.04% | 75.60%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,991 | $3,176-37.3% | $2,851-30.2% | $4,869-59.1% |
| Participant deferral / active EE | $2,965 | $3,901-24.0% | $3,517-15.7% | $5,287-43.9% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |