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 | $20,869 | $52,903-60.6% | $73,307-71.5% | $59,632-65.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,650 | $1,909+38.8% | $3,237-18.1% | $2,203+20.3% |
| Participant deferral / active EE | $5,443 | $4,069+33.8% | $4,991+9.0% | $3,192+70.5% |
| Admin fee / account holder | $141 | $3,834-96.3% | $5,637-97.5% | $4,297-96.7% |