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 | $22,630 | $45,566-50.3% | $64,105-64.7% | $59,632-62.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 2.17% | 4.95%-2.8pp | 791.24%-789.1pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $1,654 | $934+77.1% | $1,820-9.1% | $2,203-24.9% |
| Participant deferral / active EE | $2,064 | $2,057+0.3% | $2,822-26.9% | $3,192-35.3% |
| Admin fee / account holder | $25 | $3,268-99.2% | $4,499-99.4% | $4,297-99.4% |