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 | $15,714 | $49,177-68.0% | $79,464-80.2% | $64,186-75.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.48% | -1.16%-1.3pp | 718.14%-720.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,890 | $2,076+39.2% | $2,800+3.2% | $2,381+21.4% |
| Participant deferral / active EE | $2,054 | $2,821-27.2% | $3,704-44.6% | $3,470-40.8% |
| Admin fee / account holder | $95 | $3,839-97.5% | $5,113-98.1% | $4,888-98.1% |