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 | $74,837 | $95,193-21.4% | $76,523-2.2% | $135,375-44.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.59% | 4.85%-9.4pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $15,238 | $3,302+361.4% | $2,647+475.6% | $4,779+218.9% |
| Participant deferral / active EE | $14,289 | $4,639+208.0% | $3,835+272.6% | $5,609+154.8% |
| Admin fee / account holder | $52 | $6,249-99.2% | $4,848-98.9% | $10,827-99.5% |