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 | $23,893 | $93,071-74.3% | $74,583-68.0% | $273,961-91.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.16% | 26.18%-17.0pp | 20.47%-11.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,632 | $3,160-48.3% | $2,525-35.4% | $4,869-66.5% |
| Participant deferral / active EE | $4,070 | $4,160-2.2% | $3,458+17.7% | $5,287-23.0% |
| Admin fee / account holder | $63 | $5,272-98.8% | $4,138-98.5% | $10,132-99.4% |