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 | $64,587 | $94,529-31.7% | $140,016-53.9% | $64,186+0.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.89% | 7.77%-9.7pp | 651.12%-653.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $3,697 | $3,812-3.0% | $5,606-34.1% | $2,381+55.3% |
| Participant deferral / active EE | $7,622 | $5,250+45.2% | $6,927+10.0% | $3,470+119.7% |
| Admin fee / account holder | $107 | $6,741-98.4% | $10,705-99.0% | $4,888-97.8% |