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 | $27,162 | $109,881-75.3% | $150,045-81.9% | $84,808-68.0% |
| Participation rate | 98.0% | 76.1%+22.0pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 21.79% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,542 | $3,561-28.6% | $4,693-45.8% | $2,631-3.4% |
| Participant deferral / active EE | $3,721 | $6,636-43.9% | $7,997-53.5% | $4,212-11.6% |
| Admin fee / account holder | $162 | $8,568-98.1% | $13,435-98.8% | $7,344-97.8% |