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 | $25,399 | $51,708-50.9% | $106,619-76.2% | $62,891-59.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 21.75% | 4.69%+17.1pp | 9.42%+12.3pp | 20.14%+1.6pp |
| Employer contribution / active EE | $1,947 | $1,764+10.4% | $3,947-50.7% | $2,281-14.7% |
| Participant deferral / active EE | $2,266 | $2,315-2.1% | $3,930-42.3% | $3,203-29.3% |
| Admin fee / account holder | $233 | $3,349-93.0% | $6,418-96.4% | $4,296-94.6% |