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 | $22,171 | $96,557-77.0% | $80,975-72.6% | $273,961-91.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.56% | 15.14%-9.6pp | 17.10%-11.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,350 | $4,868-51.7% | $3,714-36.7% | $4,869-51.7% |
| Participant deferral / active EE | $2,036 | $6,598-69.1% | $5,696-64.3% | $5,287-61.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |