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 | $44,894 | $127,386-64.8% | $115,037-61.0% | $125,391-64.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.67% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $4,155 | $5,166-19.6% | $4,608-9.8% | $4,866-14.6% |
| Participant deferral / active EE | $4,709 | $6,423-26.7% | $6,026-21.9% | $5,352-12.0% |
| Admin fee / account holder | $207 | $9,516-97.8% | $8,175-97.5% | $9,540-97.8% |