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 | $51,973 | $87,540-40.6% | $75,781-31.4% | $125,391-58.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.36% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,906 | $3,930-26.1% | $3,323-12.6% | $4,866-40.3% |
| Participant deferral / active EE | $4,197 | $4,229-0.8% | $3,651+14.9% | $5,352-21.6% |
| Admin fee / account holder | $164 | $6,502-97.5% | $5,299-96.9% | $9,540-98.3% |