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 | $16,084 | $90,503-82.2% | $78,689-79.6% | $273,961-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.77% | 75.60%-62.8pp | 62.18%-49.4pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,165 | $3,176-63.3% | $2,851-59.1% | $4,869-76.1% |
| Participant deferral / active EE | $1,273 | $3,901-67.4% | $3,517-63.8% | $5,287-75.9% |
| Admin fee / account holder | $152 | $5,263-97.1% | $4,510-96.6% | $10,132-98.5% |