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 | $36,709 | $90,590-59.5% | $90,782-59.6% | $135,375-72.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -3.53% | -3.40%-0.1pp | -3.42%-0.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,711 | $4,352-60.7% | $4,105-58.3% | $4,779-64.2% |
| Participant deferral / active EE | $2,645 | $5,407-51.1% | $5,366-50.7% | $5,609-52.8% |
| Admin fee / account holder | $152 | $7,683-98.0% | $5,908-97.4% | $10,827-98.6% |