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 | $22,198 | $53,127-58.2% | $86,590-74.4% | $70,131-68.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.45% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $753 | $2,068-63.6% | $2,839-73.5% | $2,342-67.9% |
| Participant deferral / active EE | $2,426 | $2,696-10.0% | $3,609-32.8% | $3,332-27.2% |
| Admin fee / account holder | $269 | $3,585-92.5% | $4,906-94.5% | $4,645-94.2% |