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 | $25,433 | $103,949-75.5% | $69,182-63.2% | $273,961-90.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 13.18% | 35.28%-22.1pp | -21.93%+35.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $4,053 | $1,783+127.3% | $1,206+236.0% | $4,869-16.8% |
| Participant deferral / active EE | $1,316 | $2,716-51.6% | $1,897-30.6% | $5,287-75.1% |
| Admin fee / account holder | $257 | $3,671-93.0% | $2,697-90.5% | $10,132-97.5% |