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 | $32,501 | $78,422-58.6% | $95,952-66.1% | $79,858-59.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.68% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,155 | $1,945-40.6% | $2,541-54.5% | $2,471-53.2% |
| Participant deferral / active EE | $2,172 | $3,440-36.8% | $4,167-47.9% | $3,740-41.9% |
| Admin fee / account holder | $75 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |