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 | $35,882 | $158,817-77.4% | $121,196-70.4% | $135,375-73.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.27% | -0.64%-0.6pp | 16.93%-18.2pp | 519.73%-521.0pp |
| Employer contribution / active EE | $15,519 | $5,665+174.0% | $4,022+285.9% | $4,779+224.8% |
| Participant deferral / active EE | $7,582 | $4,005+89.3% | $3,344+126.7% | $5,609+35.2% |
| Admin fee / account holder | $93 | $6,512-98.6% | $5,019-98.1% | $10,827-99.1% |