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 | $24,504 | $85,790-71.4% | $67,313-63.6% | $135,375-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.31% | -0.54%-5.8pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $6,116 | $3,487+75.4% | $2,566+138.4% | $4,779+28.0% |
| Participant deferral / active EE | $5,965 | $4,651+28.3% | $3,568+67.2% | $5,609+6.4% |
| Admin fee / account holder | $216 | $6,392-96.6% | $4,507-95.2% | $10,827-98.0% |