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 | $22,341 | $65,685-66.0% | $57,179-60.9% | $273,961-91.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.35% | 21.99%-17.6pp | 14.59%-10.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,038 | $3,279-68.3% | $2,682-61.3% | $4,869-78.7% |
| Participant deferral / active EE | $947 | $3,782-74.9% | $3,096-69.4% | $5,287-82.1% |
| Admin fee / account holder | $12 | $4,835-99.8% | $3,139-99.6% | $10,132-99.9% |