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 | $14,859 | $93,071-84.0% | $74,583-80.1% | $273,961-94.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.92% | 26.18%-21.3pp | 20.47%-15.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,664 | $3,160-47.3% | $2,525-34.1% | $4,869-65.8% |
| Participant deferral / active EE | $1,022 | $4,160-75.4% | $3,458-70.5% | $5,287-80.7% |
| Admin fee / account holder | $128 | $5,272-97.6% | $4,138-96.9% | $10,132-98.7% |