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 | $23,511 | $47,944-51.0% | $67,834-65.3% | $62,891-62.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 21.33% | 11.77%+9.6pp | 138.47%-117.1pp | 20.14%+1.2pp |
| Employer contribution / active EE | $2,509 | $1,562+60.6% | $2,403+4.4% | $2,281+10.0% |
| Participant deferral / active EE | $4,297 | $2,247+91.3% | $3,160+36.0% | $3,203+34.2% |
| Admin fee / account holder | $27 | $3,712-99.3% | $4,622-99.4% | $4,296-99.4% |