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 | $28,415 | $72,404-60.8% | $110,238-74.2% | $64,186-55.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,441 | $2,282+7.0% | $3,826-36.2% | $2,381+2.5% |
| Participant deferral / active EE | $3,407 | $3,469-1.8% | $4,672-27.1% | $3,470-1.8% |
| Admin fee / account holder | $147 | $5,664-97.4% | $8,547-98.3% | $4,888-97.0% |