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 | $52,053 | $158,817-67.2% | $121,196-57.1% | $135,375-61.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.68% | -0.64%-4.0pp | 16.93%-21.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $981 | $5,665-82.7% | $4,022-75.6% | $4,779-79.5% |
| Participant deferral / active EE | $891 | $4,005-77.7% | $3,344-73.4% | $5,609-84.1% |
| Admin fee / account holder | $126 | $6,512-98.1% | $5,019-97.5% | $10,827-98.8% |