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 | $36,712 | $91,911-60.1% | $68,793-46.6% | $135,375-72.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 9.89% | -8.22%+18.1pp | -4.63%+14.5pp | 519.73%-509.8pp |
| Employer contribution / active EE | $4,312 | $3,924+9.9% | $2,625+64.2% | $4,779-9.8% |
| Participant deferral / active EE | $4,788 | $4,315+10.9% | $3,311+44.6% | $5,609-14.6% |
| Admin fee / account holder | $201 | $9,240-97.8% | $5,131-96.1% | $10,827-98.1% |