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 | $44,253 | $99,341-55.5% | $84,750-47.8% | $273,961-83.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $21,026 | $4,214+399.0% | $3,574+488.3% | $4,869+331.9% |
| Participant deferral / active EE | $21,969 | $4,269+414.6% | $3,712+491.9% | $5,287+315.5% |
| Admin fee / account holder | $38 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |