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 | $56,846 | $99,032-42.6% | $80,019-29.0% | $135,375-58.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.87% | 15.39%-21.3pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,008 | $3,043-66.9% | $2,468-59.2% | $4,779-78.9% |
| Participant deferral / active EE | $4,852 | $4,282+13.3% | $3,686+31.6% | $5,609-13.5% |
| Admin fee / account holder | $79 | $10,436-99.2% | $6,521-98.8% | $10,827-99.3% |