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 | $24,789 | $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 | 6.59% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,331 | $3,176+36.4% | $2,851+51.9% | $4,869-11.0% |
| Participant deferral / active EE | $7,840 | $3,901+101.0% | $3,517+122.9% | $5,287+48.3% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |