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 | $37,668 | $92,222-59.2% | $76,768-50.9% | $135,375-72.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.45% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,120 | $3,216+28.1% | $2,485+65.8% | $4,779-13.8% |
| Participant deferral / active EE | $9,915 | $4,509+119.9% | $3,852+157.4% | $5,609+76.8% |
| Admin fee / account holder | $280 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |