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 | $24,509 | $135,952-82.0% | $123,892-80.2% | $273,961-91.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.65% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.8pp |
| Employer contribution / active EE | $3,477 | $5,170-32.7% | $4,617-24.7% | $4,869-28.6% |
| Participant deferral / active EE | $10,373 | $6,343+63.5% | $5,984+73.3% | $5,287+96.2% |
| Admin fee / account holder | $98 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |