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 | $15,734 | $90,503-82.6% | $78,689-80.0% | $273,961-94.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,810 | $3,176+51.5% | $2,851+68.7% | $4,869-1.2% |
| Participant deferral / active EE | $1,565 | $3,901-59.9% | $3,517-55.5% | $5,287-70.4% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |