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 | $61,340 | $95,862-36.0% | $79,550-22.9% | $134,475-54.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.27% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,055 | $3,128-2.3% | $2,413+26.6% | $4,740-35.5% |
| Participant deferral / active EE | $7,880 | $4,693+67.9% | $3,985+97.7% | $6,400+23.1% |
| Admin fee / account holder | $111 | $9,126-98.8% | $6,832-98.4% | $11,426-99.0% |