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 | $41,188 | $142,344-71.1% | $119,609-65.6% | $134,475-69.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.95% | -12.44%+7.5pp | -14.97%+10.0pp | 417.96%-422.9pp |
| Employer contribution / active EE | $1,475 | $5,222-71.8% | $4,232-65.2% | $4,740-68.9% |
| Participant deferral / active EE | $5,799 | $6,469-10.4% | $5,602+3.5% | $6,400-9.4% |
| Admin fee / account holder | $50 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |