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 | $27,556 | $48,050-42.7% | $85,969-67.9% | $59,632-53.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.21% | 0.29%-0.1pp | 9.32%-9.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,300 | $1,640-20.7% | $3,474-62.6% | $2,203-41.0% |
| Participant deferral / active EE | $3,472 | $2,249+54.4% | $3,829-9.3% | $3,192+8.8% |
| Admin fee / account holder | $234 | $3,206-92.7% | $6,053-96.1% | $4,297-94.6% |