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 | $23,244 | $91,037-74.5% | $71,671-67.6% | $147,584-84.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.21% | 20.48%-6.3pp | 20.65%-6.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,804 | $3,327+14.3% | $2,460+54.6% | $4,876-22.0% |
| Participant deferral / active EE | $2,454 | $4,498-45.4% | $3,438-28.6% | $5,439-54.9% |
| Admin fee / account holder | $201 | $8,613-97.7% | $5,558-96.4% | $10,885-98.2% |