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 | $36,743 | $87,540-58.0% | $75,781-51.5% | $125,391-70.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.31% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $14,022 | $3,930+256.8% | $3,323+321.9% | $4,866+188.2% |
| Participant deferral / active EE | $7,918 | $4,229+87.2% | $3,651+116.8% | $5,352+48.0% |
| Admin fee / account holder | $94 | $6,502-98.6% | $5,299-98.2% | $9,540-99.0% |