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 | $23,050 | $93,071-75.2% | $74,583-69.1% | $273,961-91.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.96% | 26.18%-20.2pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,631 | $3,160-16.7% | $2,525+4.2% | $4,869-46.0% |
| Participant deferral / active EE | $9,781 | $4,160+135.1% | $3,458+182.8% | $5,287+85.0% |
| Admin fee / account holder | $220 | $5,272-95.8% | $4,138-94.7% | $10,132-97.8% |