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 | $57,001 | $97,044-41.3% | $83,333-31.6% | $135,375-57.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.56% | 12.31%-20.9pp | 10.63%-19.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,897 | $4,143-30.1% | $3,379-14.2% | $4,779-39.4% |
| Participant deferral / active EE | $6,021 | $5,964+0.9% | $5,565+8.2% | $5,609+7.3% |
| Admin fee / account holder | $244 | $8,380-97.1% | $7,510-96.7% | $10,827-97.7% |