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 | $24,791 | $90,503-72.6% | $78,689-68.5% | $273,961-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.64% | 75.60%-63.0pp | 62.18%-49.5pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,728 | $3,176-45.6% | $2,851-39.4% | $4,869-64.5% |
| Participant deferral / active EE | $4,389 | $3,901+12.5% | $3,517+24.8% | $5,287-17.0% |
| Admin fee / account holder | $117 | $5,263-97.8% | $4,510-97.4% | $10,132-98.9% |