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 | $25,963 | $65,365-60.3% | $92,893-72.1% | $72,985-64.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.66% | 42.10%-18.4pp | 109.41%-85.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,593 | $2,594-38.6% | $3,653-56.4% | $2,440-34.7% |
| Participant deferral / active EE | $3,657 | $3,128+16.9% | $4,236-13.7% | $3,607+1.4% |
| Admin fee / account holder | $63 | $4,251-98.5% | $5,794-98.9% | $5,124-98.8% |