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 | $46,871 | $167,484-72.0% | $151,611-69.1% | $134,475-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.14% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,488 | $6,829-63.6% | $6,166-59.7% | $4,740-47.5% |
| Participant deferral / active EE | $5,939 | $8,986-33.9% | $8,363-29.0% | $6,400-7.2% |
| Admin fee / account holder | $204 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |