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 | $17,597 | $103,949-83.1% | $69,182-74.6% | $273,961-93.6% |
| Participation rate | 90.0% | 67.4%+22.6pp | 55.1%+34.9pp | 83.0%+7.0pp |
| Annual return | 9.98% | 35.28%-25.3pp | -21.93%+31.9pp | 41.45%-31.5pp |
| Employer contribution / active EE | $7,368 | $1,783+313.3% | $1,206+510.9% | $4,869+51.3% |
| Participant deferral / active EE | $2,872 | $2,716+5.7% | $1,897+51.4% | $5,287-45.7% |
| Admin fee / account holder | $16 | $3,671-99.6% | $2,697-99.4% | $10,132-99.8% |