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 | $56,146 | $85,790-34.6% | $67,313-16.6% | $135,375-58.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.08% | -0.54%-8.5pp | -4.08%-5.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $10,530 | $3,487+202.0% | $2,566+310.4% | $4,779+120.4% |
| Participant deferral / active EE | $5,445 | $4,651+17.1% | $3,568+52.6% | $5,609-2.9% |
| Admin fee / account holder | $185 | $6,392-97.1% | $4,507-95.9% | $10,827-98.3% |