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 | $34,958 | $62,586-44.1% | $76,768-54.5% | $64,186-45.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,445 | $1,832+88.0% | $2,485+38.6% | $2,381+44.7% |
| Participant deferral / active EE | $2,165 | $3,145-31.1% | $3,852-43.8% | $3,470-37.6% |
| Admin fee / account holder | $64 | $4,667-98.6% | $6,675-99.0% | $4,888-98.7% |