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 | $22,258 | $96,956-77.0% | $70,014-68.2% | $273,961-91.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 11.26% | 12.93%-1.7pp | 12.99%-1.7pp | 41.45%-30.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,446 | $3,744-34.7% | $2,931-16.5% | $5,287-53.7% |
| Admin fee / account holder | $32 | $7,934-99.6% | $4,380-99.3% | $10,132-99.7% |