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 | $16,539 | $96,956-82.9% | $70,014-76.4% | $273,961-94.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,174 | $3,316+25.9% | $2,338+78.5% | $4,869-14.3% |
| Participant deferral / active EE | $6,193 | $3,744+65.4% | $2,931+111.3% | $5,287+17.1% |
| Admin fee / account holder | $200 | $7,934-97.5% | $4,380-95.4% | $10,132-98.0% |