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 | $32,759 | $140,588-76.7% | $123,104-73.4% | $125,391-73.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.61% | 16.80%-19.4pp | 13.22%-15.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $4,785 | $6,041-20.8% | $5,151-7.1% | $4,866-1.7% |
| Participant deferral / active EE | $5,513 | $6,980-21.0% | $6,230-11.5% | $5,352+3.0% |
| Admin fee / account holder | $41 | $11,198-99.6% | $9,015-99.5% | $9,540-99.6% |