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 | $24,938 | $65,685-62.0% | $57,179-56.4% | $273,961-90.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.65% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $7,795 | $3,279+137.8% | $2,682+190.6% | $4,869+60.1% |
| Participant deferral / active EE | $7,678 | $3,782+103.0% | $3,096+148.0% | $5,287+45.2% |
| Admin fee / account holder | $19 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |