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 | $11,017 | $48,265-77.2% | $68,791-84.0% | $68,494-83.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 1.12% | -12.71%+13.8pp | -6.38%+7.5pp | -7.84%+9.0pp |
| Employer contribution / active EE | $1,250 | $1,829-31.6% | $2,655-52.9% | $2,596-51.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $115 | $4,355-97.4% | $4,932-97.7% | $5,403-97.9% |