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 | $32,156 | $211,958-84.8% | $169,463-81.0% | $135,375-76.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.76% | 3.26%-6.0pp | 1.83%-4.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,372 | $5,120-73.2% | $4,159-67.0% | $4,779-71.3% |
| Participant deferral / active EE | $4,918 | $6,075-19.1% | $5,277-6.8% | $5,609-12.3% |
| Admin fee / account holder | $94 | $11,471-99.2% | $9,109-99.0% | $10,827-99.1% |