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 | $50,202 | $167,307-70.0% | $143,757-65.1% | $134,475-62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $9,740 | $5,619+73.3% | $4,951+96.7% | $4,740+105.5% |
| Participant deferral / active EE | $6,148 | $6,446-4.6% | $5,637+9.1% | $6,400-3.9% |
| Admin fee / account holder | $224 | $18,088-98.8% | $14,673-98.5% | $11,426-98.0% |