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 | $68,650 | $97,044-29.3% | $83,333-17.6% | $135,375-49.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.40% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $958 | $4,143-76.9% | $3,379-71.6% | $4,779-80.0% |
| Participant deferral / active EE | $2,049 | $5,964-65.6% | $5,565-63.2% | $5,609-63.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |