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 | $24,346 | $99,341-75.5% | $84,750-71.3% | $273,961-91.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,440 | $4,214-42.1% | $3,574-31.7% | $4,869-49.9% |
| Participant deferral / active EE | $6,110 | $4,269+43.1% | $3,712+64.6% | $5,287+15.6% |
| Admin fee / account holder | $165 | $6,644-97.5% | $5,332-96.9% | $10,132-98.4% |