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 | $21,531 | $87,705-75.5% | $63,517-66.1% | $125,391-82.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,625 | $3,601-27.1% | $2,322+13.1% | $4,866-46.1% |
| Participant deferral / active EE | $10,208 | $3,939+159.1% | $2,953+245.6% | $5,352+90.8% |
| Admin fee / account holder | $1 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |