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 | $38,668 | $140,578-72.5% | $100,671-61.6% | $125,391-69.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.69% | 24.67%-25.4pp | 20.43%-21.1pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,748 | $5,965-53.9% | $4,012-31.5% | $4,866-43.5% |
| Participant deferral / active EE | $2,976 | $3,981-25.3% | $3,144-5.3% | $5,352-44.4% |
| Admin fee / account holder | -$23 | $6,716-100.3% | $4,850-100.5% | $9,540-100.2% |