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 | $23,492 | $87,540-73.2% | $75,781-69.0% | $125,391-81.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.39% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,384 | $3,930-64.8% | $3,323-58.4% | $4,866-71.6% |
| Participant deferral / active EE | $1,488 | $4,229-64.8% | $3,651-59.3% | $5,352-72.2% |
| Admin fee / account holder | $45 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |