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 | $23,593 | $65,685-64.1% | $57,179-58.7% | $273,961-91.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.06% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $4,885 | $3,279+49.0% | $2,682+82.1% | $4,869+0.3% |
| Participant deferral / active EE | $5,195 | $3,782+37.4% | $3,096+67.8% | $5,287-1.7% |
| Admin fee / account holder | $29 | $4,835-99.4% | $3,139-99.1% | $10,132-99.7% |