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 | $32,113 | $95,193-66.3% | $76,523-58.0% | $135,375-76.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.44% | 4.85%-14.3pp | -0.27%-9.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,876 | $3,302-12.9% | $2,647+8.6% | $4,779-39.8% |
| Participant deferral / active EE | $5,488 | $4,639+18.3% | $3,835+43.1% | $5,609-2.2% |
| Admin fee / account holder | $108 | $6,249-98.3% | $4,848-97.8% | $10,827-99.0% |