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 | $65,913 | $127,386-48.3% | $115,037-42.7% | $125,391-47.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.56% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,374 | $5,166-54.0% | $4,608-48.5% | $4,866-51.2% |
| Participant deferral / active EE | $5,785 | $6,423-9.9% | $6,026-4.0% | $5,352+8.1% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |