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 9-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 | $25,481 | $57,016-55.3% | $84,966-70.0% | $80,856-68.5% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.80% | 21.66%-4.9pp | 66.38%-49.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,557 | $1,798+97.9% | $2,727+30.4% | $2,755+29.1% |
| Participant deferral / active EE | $7,002 | $3,110+125.2% | $4,519+54.9% | $4,296+63.0% |
| Admin fee / account holder | $70 | $4,980-98.6% | $6,149-98.9% | $6,918-99.0% |