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 | $15,808 | $97,044-83.7% | $83,333-81.0% | $135,375-88.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -6.03% | 12.31%-18.3pp | 10.63%-16.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,051 | $4,143-2.2% | $3,379+19.9% | $4,779-15.2% |
| Participant deferral / active EE | $2,035 | $5,964-65.9% | $5,565-63.4% | $5,609-63.7% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |