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 | $62,273 | $95,862-35.0% | $79,550-21.7% | $134,475-53.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.58% | -2.69%-7.9pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $917 | $3,128-70.7% | $2,413-62.0% | $4,740-80.7% |
| Participant deferral / active EE | $2,067 | $4,693-56.0% | $3,985-48.1% | $6,400-67.7% |
| Admin fee / account holder | $101 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |