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 | $46,493 | $71,883-35.3% | $86,677-46.4% | $68,494-32.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.91% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,734 | $2,173+117.9% | $2,836+66.9% | $2,596+82.3% |
| Participant deferral / active EE | $7,553 | $3,779+99.9% | $4,656+62.2% | $4,027+87.6% |
| Admin fee / account holder | $241 | $6,112-96.1% | $7,493-96.8% | $5,403-95.5% |