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 | $107,264 | $87,540+22.5% | $75,781+41.5% | $125,391-14.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,269 | $3,930-42.3% | $3,323-31.7% | $4,866-53.4% |
| Participant deferral / active EE | $2,167 | $4,229-48.8% | $3,651-40.7% | $5,352-59.5% |
| Admin fee / account holder | $62 | $6,502-99.1% | $5,299-98.8% | $9,540-99.4% |