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 4-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 | $33,923 | $167,484-79.7% | $151,611-77.6% | $134,475-74.8% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,264 | $6,829-37.6% | $6,166-30.8% | $4,740-10.0% |
| Participant deferral / active EE | $8,675 | $8,986-3.5% | $8,363+3.7% | $6,400+35.5% |
| Admin fee / account holder | $225 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |