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 8-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 | $18,825 | $56,484-66.7% | $169,463-88.9% | $64,186-70.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,083 | $1,832+13.7% | $4,159-49.9% | $2,381-12.5% |
| Participant deferral / active EE | $2,511 | $3,448-27.2% | $5,277-52.4% | $3,470-27.6% |
| Admin fee / account holder | $237 | $4,174-94.3% | $9,109-97.4% | $4,888-95.1% |