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 | $18,140 | $43,327-58.1% | $59,878-69.7% | $64,186-71.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.08% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.5pp |
| Employer contribution / active EE | $2,962 | $2,028+46.0% | $2,722+8.8% | $2,381+24.4% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $116 | $3,005-96.1% | $3,590-96.8% | $4,888-97.6% |