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 | $60,494 | $73,867-18.1% | $143,757-57.9% | $68,494-11.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.71% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,833 | $3,184+20.4% | $4,951-22.6% | $2,596+47.6% |
| Participant deferral / active EE | $4,462 | $3,384+31.8% | $5,637-20.8% | $4,027+10.8% |
| Admin fee / account holder | $177 | $5,755-96.9% | $14,673-98.8% | $5,403-96.7% |