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 | $28,448 | $53,127-46.5% | $86,590-67.1% | $70,131-59.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.52% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,105 | $2,068-46.6% | $2,839-61.1% | $2,342-52.8% |
| Participant deferral / active EE | $2,826 | $2,696+4.8% | $3,609-21.7% | $3,332-15.2% |
| Admin fee / account holder | $133 | $3,585-96.3% | $4,906-97.3% | $4,645-97.1% |