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 | $43,379 | $69,518-37.6% | $59,878-27.6% | $135,375-68.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.80% | 7.94%-13.7pp | 3.46%-9.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,080 | $3,235-66.6% | $2,722-60.3% | $4,779-77.4% |
| Participant deferral / active EE | $6,455 | $4,206+53.5% | $3,402+89.7% | $5,609+15.1% |
| Admin fee / account holder | $53 | $5,734-99.1% | $3,590-98.5% | $10,827-99.5% |