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 | $52,511 | $147,167-64.3% | $111,392-52.9% | $135,375-61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.64% | -4.44%-0.2pp | -2.06%-2.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,908 | $5,204-63.3% | $4,328-55.9% | $4,779-60.1% |
| Participant deferral / active EE | $3,624 | $6,565-44.8% | $5,567-34.9% | $5,609-35.4% |
| Admin fee / account holder | $267 | $20,270-98.7% | $12,266-97.8% | $10,827-97.5% |