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 | $26,493 | $56,277-52.9% | $80,975-67.3% | $62,891-57.9% |
| Participation rate | 92.6% | 69.0%+23.6pp | 75.8%+16.8pp | 69.3%+23.3pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,997 | $4,195-28.6% | $5,696-47.4% | $3,203-6.4% |
| Admin fee / account holder | $5 | $3,741-99.9% | $5,516-99.9% | $4,296-99.9% |