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 | $61,120 | $127,386-52.0% | $115,037-46.9% | $125,391-51.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.41% | 31.28%-30.9pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,601 | $5,166-69.0% | $4,608-65.3% | $4,866-67.1% |
| Participant deferral / active EE | $3,274 | $6,423-49.0% | $6,026-45.7% | $5,352-38.8% |
| Admin fee / account holder | $36 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |