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 | $25,451 | $93,346-72.7% | $71,796-64.6% | $273,961-90.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.42% | 130.39%-120.0pp | 78.04%-67.6pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,858 | $2,733+4.6% | $1,924+48.5% | $4,869-41.3% |
| Participant deferral / active EE | $8,402 | $3,475+141.8% | $2,794+200.7% | $5,287+58.9% |
| Admin fee / account holder | $128 | $6,571-98.1% | $4,815-97.3% | $10,132-98.7% |