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 | $51,369 | $77,813-34.0% | $123,544-58.4% | $64,186-20.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.02% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,541 | $3,014+117.0% | $4,628+41.3% | $2,381+174.8% |
| Participant deferral / active EE | $6,107 | $5,240+16.6% | $6,426-5.0% | $3,470+76.0% |
| Admin fee / account holder | $82 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |