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 | $26,118 | $113,935-77.1% | $94,224-72.3% | $125,391-79.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.12% | 5.29%-8.4pp | 10.68%-13.8pp | 282.22%-285.3pp |
| Employer contribution / active EE | $5,415 | $4,727+14.6% | $3,587+51.0% | $4,866+11.3% |
| Participant deferral / active EE | $6,348 | $5,179+22.6% | $4,320+46.9% | $5,352+18.6% |
| Admin fee / account holder | $183 | $8,391-97.8% | $6,269-97.1% | $9,540-98.1% |