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 | $14,934 | $43,327-65.5% | $59,878-75.1% | $64,186-76.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.09% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,668 | $2,028+80.8% | $2,722+34.8% | $2,381+54.1% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $125 | $3,005-95.9% | $3,590-96.5% | $4,888-97.5% |