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 | $25,785 | $81,632-68.4% | $70,449-63.4% | $158,922-83.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.67% | 208.40%-201.7pp | 109.03%-102.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,099 | $3,217-34.7% | $2,737-23.3% | $4,761-55.9% |
| Participant deferral / active EE | $5,023 | $4,554+10.3% | $3,709+35.5% | $5,982-16.0% |
| Admin fee / account holder | $223 | $6,193-96.4% | $3,845-94.2% | $11,246-98.0% |