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 | $44,570 | $211,958-79.0% | $169,463-73.7% | $135,375-67.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.53% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,143 | $5,120+20.0% | $4,159+47.7% | $4,779+28.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |