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 | $21,809 | $88,707-75.4% | $74,183-70.6% | $273,961-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 11.94%-4.3pp | 17.74%-10.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,589 | $3,159-49.7% | $2,370-32.9% | $4,869-67.4% |
| Participant deferral / active EE | $5,097 | $4,212+21.0% | $3,550+43.6% | $5,287-3.6% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |