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 | $27,311 | $52,681-48.2% | $75,781-64.0% | $59,632-54.2% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,786 | $2,193+27.0% | $3,323-16.2% | $2,203+26.5% |
| Participant deferral / active EE | $6,396 | $2,591+146.9% | $3,651+75.2% | $3,192+100.4% |
| Admin fee / account holder | $89 | $3,610-97.5% | $5,299-98.3% | $4,297-97.9% |