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 | $16,374 | $99,341-83.5% | $84,750-80.7% | $273,961-94.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,080 | $4,214-50.6% | $3,574-41.8% | $4,869-57.3% |
| Participant deferral / active EE | $4,451 | $4,269+4.3% | $3,712+19.9% | $5,287-15.8% |
| Admin fee / account holder | $93 | $6,644-98.6% | $5,332-98.3% | $10,132-99.1% |