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 | $16,244 | $99,341-83.6% | $84,750-80.8% | $273,961-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.26% | 22.93%-10.7pp | 22.78%-10.5pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,088 | $4,214-50.5% | $3,574-41.6% | $4,869-57.1% |
| Participant deferral / active EE | $4,241 | $4,269-0.7% | $3,712+14.3% | $5,287-19.8% |
| Admin fee / account holder | $284 | $6,644-95.7% | $5,332-94.7% | $10,132-97.2% |