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 | $26,592 | $153,311-82.7% | $109,313-75.7% | $273,961-90.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.53% | 29.86%-20.3pp | 22.07%-12.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $350 | $5,619-93.8% | $3,892-91.0% | $4,869-92.8% |
| Participant deferral / active EE | $1,919 | $3,932-51.2% | $3,166-39.4% | $5,287-63.7% |
| Admin fee / account holder | $146 | $8,076-98.2% | $5,666-97.4% | $10,132-98.6% |