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 | $75,221 | $76,000-1.0% | $154,107-51.2% | $64,186+17.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.79% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,364 | $3,351+0.4% | $5,298-36.5% | $2,381+41.3% |
| Participant deferral / active EE | $7,385 | $3,175+132.6% | $5,081+45.4% | $3,470+112.9% |
| Admin fee / account holder | $3 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |