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 | $43,294 | $167,307-74.1% | $143,757-69.9% | $134,475-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.02% | 0.46%-0.4pp | -0.04%+0.1pp | 417.96%-417.9pp |
| Employer contribution / active EE | $1,595 | $5,619-71.6% | $4,951-67.8% | $4,740-66.3% |
| Participant deferral / active EE | $3,417 | $6,446-47.0% | $5,637-39.4% | $6,400-46.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |