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 | $33,116 | $86,699-61.8% | $73,307-54.8% | $125,391-73.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.01% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,141 | $4,152-48.4% | $3,237-33.9% | $4,866-56.0% |
| Participant deferral / active EE | $5,490 | $5,550-1.1% | $4,991+10.0% | $5,352+2.6% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |