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 | $38,025 | $211,958-82.1% | $169,463-77.6% | $135,375-71.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.70% | 3.26%-7.0pp | 1.83%-5.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $5,142 | $5,120+0.4% | $4,159+23.6% | $4,779+7.6% |
| Participant deferral / active EE | $1,927 | $6,075-68.3% | $5,277-63.5% | $5,609-65.6% |
| Admin fee / account holder | $103 | $11,471-99.1% | $9,109-98.9% | $10,827-99.0% |