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 | $41,553 | $64,307-35.4% | $57,343-27.5% | $125,391-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.27% | 25.12%-25.4pp | 24.39%-24.7pp | 282.22%-282.5pp |
| Employer contribution / active EE | $5,713 | $3,193+78.9% | $2,689+112.5% | $4,866+17.4% |
| Participant deferral / active EE | $1,730 | $3,848-55.1% | $3,162-45.3% | $5,352-67.7% |
| Admin fee / account holder | $17 | $5,242-99.7% | $3,356-99.5% | $9,540-99.8% |