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 | $21,324 | $90,503-76.4% | $78,689-72.9% | $273,961-92.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.83% | 75.60%-53.8pp | 62.18%-40.3pp | 41.45%-19.6pp |
| Employer contribution / active EE | $1,892 | $3,176-40.4% | $2,851-33.6% | $4,869-61.1% |
| Participant deferral / active EE | $12,504 | $3,901+220.5% | $3,517+255.5% | $5,287+136.5% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |