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 | $45,432 | $96,557-52.9% | $80,975-43.9% | $273,961-83.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 16.13% | 15.14%+1.0pp | 17.10%-1.0pp | 41.45%-25.3pp |
| Employer contribution / active EE | $16,674 | $4,868+242.5% | $3,714+348.9% | $4,869+242.5% |
| Participant deferral / active EE | $11,032 | $6,598+67.2% | $5,696+93.7% | $5,287+108.7% |
| Admin fee / account holder | $239 | $7,492-96.8% | $5,516-95.7% | $10,132-97.6% |