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 | $24,614 | $77,634-68.3% | $156,549-84.3% | $62,891-60.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.30% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,831 | $3,444-46.8% | $5,501-66.7% | $2,281-19.7% |
| Participant deferral / active EE | $3,386 | $3,045+11.2% | $4,871-30.5% | $3,203+5.7% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |