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 | $40,414 | $77,813-48.1% | $123,544-67.3% | $64,186-37.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.10% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $8,866 | $3,014+194.2% | $4,628+91.6% | $2,381+272.4% |
| Participant deferral / active EE | $7,178 | $5,240+37.0% | $6,426+11.7% | $3,470+106.9% |
| Admin fee / account holder | $216 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |