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 | $24,128 | $99,341-75.7% | $84,750-71.5% | $273,961-91.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.92% | 22.93%-9.0pp | 22.78%-8.9pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,654 | $4,214-60.7% | $3,574-53.7% | $4,869-66.0% |
| Participant deferral / active EE | $9,516 | $4,269+122.9% | $3,712+156.4% | $5,287+80.0% |
| Admin fee / account holder | $209 | $6,644-96.8% | $5,332-96.1% | $10,132-97.9% |