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 5-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 | $10,956 | $80,717-86.4% | $154,803-92.9% | $84,808-87.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.63% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,303 | $2,761-52.8% | $4,305-69.7% | $2,631-50.5% |
| Participant deferral / active EE | $2,082 | $3,303-37.0% | $5,540-62.4% | $4,212-50.6% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |