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 | $30,949 | $99,032-68.7% | $80,019-61.3% | $135,375-77.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.19% | 15.39%-23.6pp | 11.22%-19.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,847 | $3,043-6.5% | $2,468+15.3% | $4,779-40.4% |
| Participant deferral / active EE | $5,587 | $4,282+30.5% | $3,686+51.6% | $5,609-0.4% |
| Admin fee / account holder | $155 | $10,436-98.5% | $6,521-97.6% | $10,827-98.6% |