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 | $21,483 | $58,577-63.3% | $83,333-74.2% | $64,186-66.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.38% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,827 | $2,098+82.4% | $3,379+13.3% | $2,381+60.7% |
| Participant deferral / active EE | $8,591 | $4,654+84.6% | $5,565+54.4% | $3,470+147.6% |
| Admin fee / account holder | $169 | $9,275-98.2% | $7,510-97.7% | $4,888-96.5% |