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 | $41,731 | $87,540-52.3% | $75,781-44.9% | $125,391-66.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.79% | 13.48%-17.3pp | 9.68%-13.5pp | 282.22%-286.0pp |
| Employer contribution / active EE | $2,249 | $3,930-42.8% | $3,323-32.3% | $4,866-53.8% |
| Participant deferral / active EE | $13,667 | $4,229+223.2% | $3,651+274.3% | $5,352+155.4% |
| Admin fee / account holder | $178 | $6,502-97.3% | $5,299-96.6% | $9,540-98.1% |