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 | $17,542 | $84,233-79.2% | $170,442-89.7% | $70,131-75.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.69% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,110 | $3,387+21.4% | $5,433-24.3% | $2,342+75.5% |
| Participant deferral / active EE | $1,832 | $3,086-40.6% | $4,939-62.9% | $3,332-45.0% |
| Admin fee / account holder | $249 | $5,698-95.6% | $13,880-98.2% | $4,645-94.6% |