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 | $26,583 | $60,349-56.0% | $74,183-64.2% | $62,891-57.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.16% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,502 | $1,680-10.6% | $2,370-36.6% | $2,281-34.2% |
| Participant deferral / active EE | $2,910 | $2,856+1.9% | $3,550-18.0% | $3,203-9.2% |
| Admin fee / account holder | $30 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |