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 | $28,315 | $45,035-37.1% | $62,995-55.1% | $70,131-59.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.65% | 18.76%-3.1pp | 87.57%-71.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,446 | $2,051-29.5% | $2,759-47.6% | $2,342-38.3% |
| Participant deferral / active EE | $2,641 | $2,465+7.2% | $3,329-20.7% | $3,332-20.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |