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 | $16,771 | $65,685-74.5% | $57,179-70.7% | $273,961-93.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.78% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,267 | $3,279-61.3% | $2,682-52.7% | $4,869-74.0% |
| Participant deferral / active EE | $1,890 | $3,782-50.0% | $3,096-39.0% | $5,287-64.3% |
| Admin fee / account holder | $102 | $4,835-97.9% | $3,139-96.7% | $10,132-99.0% |