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 | $45,661 | $127,386-64.2% | $115,037-60.3% | $125,391-63.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.02% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,055 | $5,166-40.9% | $4,608-33.7% | $4,866-37.2% |
| Participant deferral / active EE | $9,323 | $6,423+45.1% | $6,026+54.7% | $5,352+74.2% |
| Admin fee / account holder | $119 | $9,516-98.8% | $8,175-98.5% | $9,540-98.8% |