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 | $22,748 | $211,958-89.3% | $169,463-86.6% | $135,375-83.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.63% | 3.26%+8.4pp | 1.83%+9.8pp | 519.73%-508.1pp |
| Employer contribution / active EE | $4,474 | $5,120-12.6% | $4,159+7.6% | $4,779-6.4% |
| Participant deferral / active EE | $1,236 | $6,075-79.7% | $5,277-76.6% | $5,609-78.0% |
| Admin fee / account holder | $277 | $11,471-97.6% | $9,109-97.0% | $10,827-97.4% |