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 | $89,824 | $158,817-43.4% | $121,196-25.9% | $135,375-33.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.04% | -0.64%-2.4pp | 16.93%-20.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,200 | $5,665-61.2% | $4,022-45.3% | $4,779-54.0% |
| Participant deferral / active EE | $3,198 | $4,005-20.2% | $3,344-4.4% | $5,609-43.0% |
| Admin fee / account holder | $17 | $6,512-99.7% | $5,019-99.7% | $10,827-99.8% |