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 | $16,962 | $93,071-81.8% | $74,583-77.3% | $273,961-93.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.42% | 26.18%-21.8pp | 20.47%-16.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,359 | $3,160-57.0% | $2,525-46.2% | $4,869-72.1% |
| Participant deferral / active EE | $1,552 | $4,160-62.7% | $3,458-55.1% | $5,287-70.6% |
| Admin fee / account holder | $148 | $5,272-97.2% | $4,138-96.4% | $10,132-98.5% |