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 | $17,380 | $53,018-67.2% | $70,014-75.2% | $62,891-72.4% |
| Participation rate | 90.0% | 67.2%+22.8pp | 71.8%+18.2pp | 69.3%+20.7pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,034 | $1,799-42.5% | $2,338-55.8% | $2,281-54.7% |
| Participant deferral / active EE | $1,342 | $2,395-44.0% | $2,931-54.2% | $3,203-58.1% |
| Admin fee / account holder | $284 | $3,690-92.3% | $4,380-93.5% | $4,296-93.4% |