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 | $27,925 | $50,958-45.2% | $74,550-62.5% | $64,186-56.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.73% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,066 | $1,115+85.2% | $1,961+5.4% | $2,381-13.2% |
| Participant deferral / active EE | $2,404 | $2,301+4.5% | $3,108-22.7% | $3,470-30.7% |
| Admin fee / account holder | $139 | $4,223-96.7% | $5,060-97.2% | $4,888-97.1% |