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 | $37,917 | $167,484-77.4% | $151,611-75.0% | $134,475-71.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,503 | $6,829-4.8% | $6,166+5.5% | $4,740+37.2% |
| Participant deferral / active EE | $5,355 | $8,986-40.4% | $8,363-36.0% | $6,400-16.3% |
| Admin fee / account holder | $267 | $13,783-98.1% | $11,616-97.7% | $11,426-97.7% |