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 | $43,317 | $57,354-24.5% | $83,848-48.3% | $64,186-32.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.43% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,041 | $2,545-19.8% | $3,631-43.8% | $2,381-14.3% |
| Participant deferral / active EE | $2,332 | $2,993-22.1% | $4,082-42.9% | $3,470-32.8% |
| Admin fee / account holder | $119 | $4,046-97.1% | $5,478-97.8% | $4,888-97.6% |