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 | $21,487 | $93,346-77.0% | $71,796-70.1% | $273,961-92.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.60% | 130.39%-119.8pp | 78.04%-67.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $911 | $2,733-66.7% | $1,924-52.7% | $4,869-81.3% |
| Participant deferral / active EE | $1,369 | $3,475-60.6% | $2,794-51.0% | $5,287-74.1% |
| Admin fee / account holder | $50 | $6,571-99.2% | $4,815-99.0% | $10,132-99.5% |