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 | $38,809 | $211,958-81.7% | $169,463-77.1% | $135,375-71.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.79% | 3.26%-11.1pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,237 | $5,120+21.8% | $4,159+50.0% | $4,779+30.5% |
| Participant deferral / active EE | $5,009 | $6,075-17.5% | $5,277-5.1% | $5,609-10.7% |
| Admin fee / account holder | $182 | $11,471-98.4% | $9,109-98.0% | $10,827-98.3% |