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 | $22,537 | $65,041-65.4% | $90,951-75.2% | $79,858-71.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.29% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,894 | $1,247+51.9% | $2,122-10.7% | $2,471-23.3% |
| Participant deferral / active EE | $3,971 | $2,512+58.1% | $3,373+17.7% | $3,740+6.2% |
| Admin fee / account holder | $222 | $4,536-95.1% | $5,959-96.3% | $5,306-95.8% |