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 | $17,346 | $52,580-67.0% | $71,671-75.8% | $70,131-75.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.86% | 20.25%-3.4pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,074 | $1,616+28.4% | $2,460-15.7% | $2,342-11.4% |
| Participant deferral / active EE | $961 | $2,386-59.7% | $3,438-72.0% | $3,332-71.2% |
| Admin fee / account holder | $197 | $3,653-94.6% | $5,558-96.5% | $4,645-95.8% |