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 | $40,780 | $91,911-55.6% | $68,793-40.7% | $135,375-69.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.64% | -8.22%-0.4pp | -4.63%-4.0pp | 519.73%-528.4pp |
| Employer contribution / active EE | $433 | $3,924-89.0% | $2,625-83.5% | $4,779-90.9% |
| Participant deferral / active EE | $2,181 | $4,315-49.5% | $3,311-34.1% | $5,609-61.1% |
| Admin fee / account holder | $294 | $9,240-96.8% | $5,131-94.3% | $10,827-97.3% |