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 | $93,848 | $72,177+30.0% | $115,037-18.4% | $59,632+57.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.43% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,072 | $2,841-27.1% | $4,608-55.0% | $2,203-5.9% |
| Participant deferral / active EE | $11,895 | $4,783+148.7% | $6,026+97.4% | $3,192+272.7% |
| Admin fee / account holder | $268 | $4,927-94.6% | $8,175-96.7% | $4,297-93.8% |