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 | $62,160 | $65,703-5.4% | $94,224-34.0% | $59,632+4.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.16% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,514 | $2,021+24.4% | $3,587-29.9% | $2,203+14.1% |
| Participant deferral / active EE | $2,583 | $3,143-17.8% | $4,320-40.2% | $3,192-19.1% |
| Admin fee / account holder | $210 | $4,264-95.1% | $6,269-96.6% | $4,297-95.1% |