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 | $12,960 | $45,035-71.2% | $62,995-79.4% | $70,131-81.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.84% | 18.76%+2.1pp | 87.57%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $3,169 | $2,051+54.5% | $2,759+14.9% | $2,342+35.3% |
| Participant deferral / active EE | $4,319 | $2,465+75.2% | $3,329+29.7% | $3,332+29.6% |
| Admin fee / account holder | $95 | $2,834-96.7% | $3,600-97.4% | $4,645-98.0% |