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 | $38,010 | $61,660-38.4% | $80,019-52.5% | $64,186-40.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.52% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,375 | $1,810+31.2% | $2,468-3.8% | $2,381-0.3% |
| Participant deferral / active EE | $5,158 | $2,968+73.8% | $3,686+40.0% | $3,470+48.7% |
| Admin fee / account holder | $294 | $5,417-94.6% | $6,521-95.5% | $4,888-94.0% |