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 | $37,528 | $92,222-59.3% | $76,768-51.1% | $135,375-72.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.44% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,227 | $3,216-30.7% | $2,485-10.4% | $4,779-53.4% |
| Participant deferral / active EE | $8,651 | $4,509+91.9% | $3,852+124.6% | $5,609+54.2% |
| Admin fee / account holder | $51 | $10,748-99.5% | $6,675-99.2% | $10,827-99.5% |