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 | $26,988 | $96,557-72.0% | $80,975-66.7% | $273,961-90.1% |
| Participation rate | 79.2% | 79.1%+0.1pp | 75.8%+3.4pp | 83.0%-3.8pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,153 | $4,868-35.2% | $3,714-15.1% | $4,869-35.2% |
| Participant deferral / active EE | $6,441 | $6,598-2.4% | $5,696+13.1% | $5,287+21.8% |
| Admin fee / account holder | $152 | $7,492-98.0% | $5,516-97.2% | $10,132-98.5% |