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 | $60,847 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.44% | 7.80%-18.2pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,402 | $6,829-64.8% | $6,166-61.0% | $4,740-49.3% |
| Participant deferral / active EE | $4,988 | $8,986-44.5% | $8,363-40.4% | $6,400-22.1% |
| Admin fee / account holder | $263 | $13,783-98.1% | $11,616-97.7% | $11,426-97.7% |