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 | $11,560 | $109,327-89.4% | $89,391-87.1% | $158,922-92.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.51% | 345.68%-326.2pp | 245.62%-226.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,569 | $3,170-50.5% | $2,586-39.3% | $4,761-67.0% |
| Participant deferral / active EE | $4,186 | $4,598-9.0% | $3,890+7.6% | $5,982-30.0% |
| Admin fee / account holder | $124 | $6,153-98.0% | $4,881-97.5% | $11,246-98.9% |