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 | $57,118 | $46,674+22.4% | $117,472-51.4% | $68,494-16.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -7.33% | -14.52%+7.2pp | 29.74%-37.1pp | -7.84%+0.5pp |
| Employer contribution / active EE | $3,611 | $1,505+140.0% | $4,176-13.5% | $2,596+39.1% |
| Participant deferral / active EE | $4,336 | $2,636+64.5% | $4,070+6.5% | $4,027+7.7% |
| Admin fee / account holder | $98 | $4,020-97.6% | $5,645-98.3% | $5,403-98.2% |