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 | $16,632 | $53,596-69.0% | $90,645-81.7% | $64,186-74.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -7.88% | 4.41%-12.3pp | 1.88%-9.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $7,502 | $1,503+399.2% | $2,532+196.3% | $2,381+215.1% |
| Participant deferral / active EE | $2,155 | $2,459-12.3% | $3,425-37.1% | $3,470-37.9% |
| Admin fee / account holder | $132 | $3,868-96.6% | $4,994-97.4% | $4,888-97.3% |