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 | $11,838 | $65,685-82.0% | $57,179-79.3% | $273,961-95.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.15% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,543 | $3,279-22.4% | $2,682-5.2% | $4,869-47.8% |
| Participant deferral / active EE | $4,340 | $3,782+14.8% | $3,096+40.2% | $5,287-17.9% |
| Admin fee / account holder | $73 | $4,835-98.5% | $3,139-97.7% | $10,132-99.3% |