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 | $40,628 | $49,177-17.4% | $79,464-48.9% | $64,186-36.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.93% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,709 | $2,076+223.1% | $2,800+139.6% | $2,381+181.8% |
| Participant deferral / active EE | $5,414 | $2,821+91.9% | $3,704+46.2% | $3,470+56.1% |
| Admin fee / account holder | $195 | $3,839-94.9% | $5,113-96.2% | $4,888-96.0% |