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 | $16,250 | $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 | 15.60% | 22.93%-7.3pp | 22.78%-7.2pp | 41.45%-25.9pp |
| Employer contribution / active EE | $7,749 | $4,214+83.9% | $3,574+116.8% | $4,869+59.2% |
| Participant deferral / active EE | $3,926 | $4,269-8.0% | $3,712+5.8% | $5,287-25.7% |
| Admin fee / account holder | $182 | $6,644-97.3% | $5,332-96.6% | $10,132-98.2% |