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 | $50,447 | $92,222-45.3% | $76,768-34.3% | $135,375-62.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.19% | 5.46%-8.6pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,212 | $3,216-62.3% | $2,485-51.2% | $4,779-74.6% |
| Participant deferral / active EE | $4,056 | $4,509-10.0% | $3,852+5.3% | $5,609-27.7% |
| Admin fee / account holder | $140 | $10,748-98.7% | $6,675-97.9% | $10,827-98.7% |