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 | $40,567 | $211,958-80.9% | $169,463-76.1% | $135,375-70.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.35% | 3.26%-10.6pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,387 | $5,120-33.8% | $4,159-18.6% | $4,779-29.1% |
| Participant deferral / active EE | $4,553 | $6,075-25.1% | $5,277-13.7% | $5,609-18.8% |
| Admin fee / account holder | $55 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |