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 | $25,091 | $58,512-57.1% | $84,015-70.1% | $72,985-65.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.74% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,519 | $1,163+30.6% | $1,983-23.4% | $2,440-37.8% |
| Participant deferral / active EE | $2,359 | $2,394-1.5% | $3,239-27.2% | $3,607-34.6% |
| Admin fee / account holder | $199 | $4,569-95.6% | $6,101-96.7% | $5,124-96.1% |