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 | $25,543 | $46,553-45.1% | $64,056-60.1% | $75,163-66.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.82% | 26.03%-9.2pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,019 | $1,974+53.0% | $2,747+9.9% | $2,670+13.1% |
| Participant deferral / active EE | $2,555 | $2,837-9.9% | $3,880-34.1% | $4,125-38.1% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |