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 | $32,132 | $42,383-24.2% | $76,523-58.0% | $64,186-49.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.52% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $11,548 | $1,563+638.7% | $2,647+336.2% | $2,381+385.1% |
| Participant deferral / active EE | $8,363 | $2,566+225.9% | $3,835+118.1% | $3,470+141.0% |
| Admin fee / account holder | $182 | $3,198-94.3% | $4,848-96.2% | $4,888-96.3% |