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 | $20,568 | $93,346-78.0% | $71,796-71.4% | $273,961-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.25% | 130.39%-124.1pp | 78.04%-71.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,627 | $2,733-40.5% | $1,924-15.4% | $4,869-66.6% |
| Participant deferral / active EE | $6,400 | $3,475+84.2% | $2,794+129.0% | $5,287+21.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |