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 | $24,188 | $93,346-74.1% | $71,796-66.3% | $273,961-91.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.39% | 130.39%-122.0pp | 78.04%-69.6pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,135 | $2,733+14.7% | $1,924+62.9% | $4,869-35.6% |
| Participant deferral / active EE | $8,311 | $3,475+139.1% | $2,794+197.4% | $5,287+57.2% |
| Admin fee / account holder | $225 | $6,571-96.6% | $4,815-95.3% | $10,132-97.8% |