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 | $16,560 | $93,071-82.2% | $74,583-77.8% | $273,961-94.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.86% | 26.18%-18.3pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,794 | $3,160-43.2% | $2,525-28.9% | $4,869-63.2% |
| Participant deferral / active EE | $3,270 | $4,160-21.4% | $3,458-5.4% | $5,287-38.2% |
| Admin fee / account holder | $140 | $5,272-97.3% | $4,138-96.6% | $10,132-98.6% |