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 | $65,026 | $67,411-3.5% | $91,001-28.5% | $70,131-7.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.94% | -40.16%+58.1pp | 4.60%+13.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,956 | $1,786+177.5% | $2,456+101.8% | $2,342+111.6% |
| Participant deferral / active EE | $4,462 | $2,823+58.1% | $3,547+25.8% | $3,332+33.9% |
| Admin fee / account holder | $63 | $4,236-98.5% | $5,417-98.8% | $4,645-98.6% |