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 | $42,113 | $97,044-56.6% | $83,333-49.5% | $135,375-68.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.02% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $11,250 | $4,143+171.5% | $3,379+233.0% | $4,779+135.4% |
| Participant deferral / active EE | $8,214 | $5,964+37.7% | $5,565+47.6% | $5,609+46.4% |
| Admin fee / account holder | $63 | $8,380-99.3% | $7,510-99.2% | $10,827-99.4% |