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 | $55,419 | $77,813-28.8% | $123,544-55.1% | $64,186-13.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.76% | 12.48%-20.2pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,235 | $3,014+73.7% | $4,628+13.1% | $2,381+119.9% |
| Participant deferral / active EE | $3,542 | $5,240-32.4% | $6,426-44.9% | $3,470+2.1% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |