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 | $27,334 | $49,177-44.4% | $79,464-65.6% | $64,186-57.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,836 | $2,076+36.6% | $2,800+1.3% | $2,381+19.1% |
| Participant deferral / active EE | $7,261 | $2,821+157.3% | $3,704+96.0% | $3,470+109.3% |
| Admin fee / account holder | $140 | $3,839-96.4% | $5,113-97.3% | $4,888-97.1% |