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 | $52,141 | $71,883-27.5% | $86,677-39.8% | $68,494-23.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.06% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,423 | $2,173+149.6% | $2,836+91.2% | $2,596+108.9% |
| Participant deferral / active EE | $5,104 | $3,779+35.1% | $4,656+9.6% | $4,027+26.7% |
| Admin fee / account holder | $263 | $6,112-95.7% | $7,493-96.5% | $5,403-95.1% |