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 | $17,125 | $103,949-83.5% | $69,182-75.2% | $273,961-93.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.94% | 35.28%-31.3pp | -21.93%+25.9pp | 41.45%-37.5pp |
| Employer contribution / active EE | $6,456 | $1,783+262.1% | $1,206+435.2% | $4,869+32.6% |
| Participant deferral / active EE | $6,857 | $2,716+152.4% | $1,897+261.5% | $5,287+29.7% |
| Admin fee / account holder | $41 | $3,671-98.9% | $2,697-98.5% | $10,132-99.6% |