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 | $24,565 | $99,341-75.3% | $84,750-71.0% | $273,961-91.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.71% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,328 | $4,214-44.7% | $3,574-34.9% | $4,869-52.2% |
| Participant deferral / active EE | $8,464 | $4,269+98.2% | $3,712+128.0% | $5,287+60.1% |
| Admin fee / account holder | $91 | $6,644-98.6% | $5,332-98.3% | $10,132-99.1% |