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 | $65,472 | $77,813-15.9% | $123,544-47.0% | $64,186+2.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.98% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $3,088 | $3,014+2.5% | $4,628-33.3% | $2,381+29.7% |
| Participant deferral / active EE | $4,216 | $5,240-19.5% | $6,426-34.4% | $3,470+21.5% |
| Admin fee / account holder | $49 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |