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 | $15,320 | $65,685-76.7% | $57,179-73.2% | $273,961-94.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.84% | 21.99%-17.1pp | 14.59%-9.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,423 | $3,279-26.1% | $2,682-9.7% | $4,869-50.2% |
| Participant deferral / active EE | $3,105 | $3,782-17.9% | $3,096+0.3% | $5,287-41.3% |
| Admin fee / account holder | $18 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |