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 | $33,039 | $93,346-64.6% | $71,796-54.0% | $273,961-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.09% | 130.39%-122.3pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,002 | $2,733+9.8% | $1,924+56.0% | $4,869-38.3% |
| Participant deferral / active EE | $2,963 | $3,475-14.7% | $2,794+6.0% | $5,287-44.0% |
| Admin fee / account holder | $202 | $6,571-96.9% | $4,815-95.8% | $10,132-98.0% |