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 | $18,567 | $96,557-80.8% | $80,975-77.1% | $273,961-93.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.66% | 15.14%-10.5pp | 17.10%-12.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,338 | $4,868-72.5% | $3,714-64.0% | $4,869-72.5% |
| Participant deferral / active EE | $6,506 | $6,598-1.4% | $5,696+14.2% | $5,287+23.1% |
| Admin fee / account holder | $114 | $7,492-98.5% | $5,516-97.9% | $10,132-98.9% |