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 | $22,492 | $93,071-75.8% | $74,583-69.8% | $273,961-91.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 48.08% | 26.18%+21.9pp | 20.47%+27.6pp | 41.45%+6.6pp |
| Employer contribution / active EE | $2,762 | $3,160-12.6% | $2,525+9.4% | $4,869-43.3% |
| Participant deferral / active EE | $7,347 | $4,160+76.6% | $3,458+112.5% | $5,287+39.0% |
| Admin fee / account holder | $115 | $5,272-97.8% | $4,138-97.2% | $10,132-98.9% |