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 4-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 | $50,816 | $167,307-69.6% | $143,757-64.7% | $134,475-62.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 3.75% | 0.46%+3.3pp | -0.04%+3.8pp | 417.96%-414.2pp |
| Employer contribution / active EE | $13,787 | $5,619+145.4% | $4,951+178.5% | $4,740+190.9% |
| Participant deferral / active EE | $7,971 | $6,446+23.7% | $5,637+41.4% | $6,400+24.6% |
| Admin fee / account holder | $236 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |