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 | $27,024 | $76,367-64.6% | $93,606-71.1% | $72,985-63.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.41% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,678 | $2,275-26.2% | $2,718-38.3% | $2,440-31.2% |
| Participant deferral / active EE | $2,632 | $3,538-25.6% | $4,069-35.3% | $3,607-27.0% |
| Admin fee / account holder | $156 | $6,838-97.7% | $7,888-98.0% | $5,124-97.0% |