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 | $27,715 | $127,386-78.2% | $115,037-75.9% | $125,391-77.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.77% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,319 | $5,166-55.1% | $4,608-49.7% | $4,866-52.3% |
| Participant deferral / active EE | $5,770 | $6,423-10.2% | $6,026-4.3% | $5,352+7.8% |
| Admin fee / account holder | $229 | $9,516-97.6% | $8,175-97.2% | $9,540-97.6% |