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 | $26,186 | $67,606-61.3% | $82,313-68.2% | $70,131-62.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.28% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,188 | $1,755+81.7% | $2,428+31.3% | $2,342+36.1% |
| Participant deferral / active EE | $2,725 | $2,987-8.8% | $3,706-26.5% | $3,332-18.2% |
| Admin fee / account holder | $87 | $4,512-98.1% | $5,608-98.5% | $4,645-98.1% |