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 | $16,319 | $45,073-63.8% | $69,455-76.5% | $72,985-77.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.75% | 22.65%-2.9pp | 28.97%-9.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,151 | $2,054-44.0% | $2,779-58.6% | $2,440-52.8% |
| Participant deferral / active EE | $3,587 | $2,602+37.9% | $3,535+1.5% | $3,607-0.6% |
| Admin fee / account holder | $48 | $3,056-98.4% | $3,839-98.7% | $5,124-99.1% |