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 | $40,038 | $107,791-62.9% | $90,645-55.8% | $135,375-70.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.16% | -0.90%-3.3pp | 1.88%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,794 | $3,018-40.6% | $2,532-29.1% | $4,779-62.5% |
| Participant deferral / active EE | $4,659 | $3,872+20.3% | $3,425+36.1% | $5,609-16.9% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |