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 | $45,335 | $127,100-64.3% | $105,738-57.1% | $135,375-66.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.12% | 4.49%-11.6pp | 6.27%-13.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,259 | $4,107+52.4% | $3,268+91.5% | $4,779+31.0% |
| Participant deferral / active EE | $5,014 | $5,064-1.0% | $4,080+22.9% | $5,609-10.6% |
| Admin fee / account holder | $16 | $9,087-99.8% | $6,913-99.8% | $10,827-99.8% |