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 | $40,587 | $95,193-57.4% | $76,523-47.0% | $135,375-70.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.88% | 4.85%-11.7pp | -0.27%-6.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,836 | $3,302+46.4% | $2,647+82.7% | $4,779+1.2% |
| Participant deferral / active EE | $14,819 | $4,639+219.4% | $3,835+286.4% | $5,609+164.2% |
| Admin fee / account holder | $299 | $6,249-95.2% | $4,848-93.8% | $10,827-97.2% |