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 | $44,216 | $90,503-51.1% | $78,689-43.8% | $273,961-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $14,000 | $3,176+340.8% | $2,851+391.1% | $4,869+187.6% |
| Participant deferral / active EE | $27,000 | $3,901+592.1% | $3,517+667.7% | $5,287+410.7% |
| Admin fee / account holder | $182 | $5,263-96.5% | $4,510-96.0% | $10,132-98.2% |