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 | $15,293 | $65,685-76.7% | $57,179-73.3% | $273,961-94.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,817 | $3,279-14.1% | $2,682+5.0% | $4,869-42.1% |
| Participant deferral / active EE | $11,790 | $3,782+211.8% | $3,096+280.8% | $5,287+123.0% |
| Admin fee / account holder | $34 | $4,835-99.3% | $3,139-98.9% | $10,132-99.7% |