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 | $19,581 | $90,503-78.4% | $78,689-75.1% | $273,961-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | 75.60%-66.7pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,653 | $3,176-47.9% | $2,851-42.0% | $4,869-66.0% |
| Participant deferral / active EE | $4,596 | $3,901+17.8% | $3,517+30.7% | $5,287-13.1% |
| Admin fee / account holder | $18 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |