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 | $24,849 | $49,227-49.5% | $70,449-64.7% | $79,858-68.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 28.09% | 30.06%-2.0pp | 109.03%-80.9pp | 31.71%-3.6pp |
| Employer contribution / active EE | $1,911 | $2,099-8.9% | $2,737-30.2% | $2,471-22.7% |
| Participant deferral / active EE | $8,012 | $2,768+189.5% | $3,709+116.0% | $3,740+114.2% |
| Admin fee / account holder | $56 | $2,878-98.0% | $3,845-98.5% | $5,306-98.9% |