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 | $59,589 | $190,805-68.8% | $159,960-62.7% | $134,475-55.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.50% | 552.23%-565.7pp | 408.60%-422.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,911 | $4,995-41.7% | $4,226-31.1% | $4,740-38.6% |
| Participant deferral / active EE | $8,316 | $6,923+20.1% | $6,182+34.5% | $6,400+29.9% |
| Admin fee / account holder | $60 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |