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 | $25,178 | $93,346-73.0% | $71,796-64.9% | $273,961-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.92% | 130.39%-125.5pp | 78.04%-73.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $7,927 | $2,733+190.0% | $1,924+311.9% | $4,869+62.8% |
| Participant deferral / active EE | $2,251 | $3,475-35.2% | $2,794-19.5% | $5,287-57.4% |
| Admin fee / account holder | $21 | $6,571-99.7% | $4,815-99.6% | $10,132-99.8% |