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 | $48,729 | $167,484-70.9% | $151,611-67.9% | $134,475-63.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.83% | 7.80%-12.6pp | 3.33%-8.2pp | 417.96%-422.8pp |
| Employer contribution / active EE | $2,379 | $6,829-65.2% | $6,166-61.4% | $4,740-49.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $161 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |