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 | $41,851 | $69,977-40.2% | $108,579-61.5% | $62,891-33.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,166 | $2,135+142.0% | $3,758+37.4% | $2,281+126.5% |
| Participant deferral / active EE | $7,374 | $3,165+133.0% | $4,311+71.1% | $3,203+130.2% |
| Admin fee / account holder | $7 | $5,076-99.9% | $7,645-99.9% | $4,296-99.8% |