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 | $59,001 | $97,881-39.7% | $80,004-26.3% | $125,391-52.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.31% | 9.36%-12.7pp | 7.63%-10.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,936 | $3,128-38.1% | $2,473-21.7% | $4,866-60.2% |
| Participant deferral / active EE | $9,143 | $3,744+144.2% | $3,204+185.4% | $5,352+70.8% |
| Admin fee / account holder | $262 | $6,278-95.8% | $5,033-94.8% | $9,540-97.3% |