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 | $33,749 | $113,935-70.4% | $94,224-64.2% | $125,391-73.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.75% | 5.29%-3.5pp | 10.68%-8.9pp | 282.22%-280.5pp |
| Employer contribution / active EE | $2,580 | $4,727-45.4% | $3,587-28.1% | $4,866-47.0% |
| Participant deferral / active EE | $11,300 | $5,179+118.2% | $4,320+161.6% | $5,352+111.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |