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 | $16,803 | $87,540-80.8% | $75,781-77.8% | $125,391-86.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $9,222 | $3,930+134.7% | $3,323+177.5% | $4,866+89.5% |
| Participant deferral / active EE | $5,172 | $4,229+22.3% | $3,651+41.7% | $5,352-3.3% |
| Admin fee / account holder | $110 | $6,502-98.3% | $5,299-97.9% | $9,540-98.9% |