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 | $17,388 | $41,377-58.0% | $109,313-84.1% | $62,891-72.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 11.98% | 11.05%+0.9pp | 22.07%-10.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,697 | $1,276+189.7% | $3,892-5.0% | $2,281+62.1% |
| Participant deferral / active EE | $5,784 | $2,045+182.8% | $3,166+82.7% | $3,203+80.6% |
| Admin fee / account holder | $203 | $2,884-93.0% | $5,666-96.4% | $4,296-95.3% |