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 | $27,883 | $149,333-81.3% | $106,387-73.8% | $135,375-79.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -3.54% | 0.52%-4.1pp | 0.25%-3.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $694 | $4,984-86.1% | $3,520-80.3% | $4,779-85.5% |
| Participant deferral / active EE | $4,288 | $7,230-40.7% | $5,421-20.9% | $5,609-23.5% |
| Admin fee / account holder | $42 | $15,952-99.7% | $7,510-99.4% | $10,827-99.6% |